See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,931 | $106,584-37.2% | $101,326-33.9% | $142,382-53.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 74.94% | 36.93%+38.0pp | 36.82%+38.1pp | 217.08%-142.1pp |
| Employer contribution / active EE | $1,553 | $3,956-60.7% | $3,665-57.6% | $4,299-63.9% |
| Participant deferral / active EE | $4,737 | $8,297-42.9% | $7,994-40.7% | $6,507-27.2% |
| Admin fee / account holder | $1,013 | $11,446-91.2% | $11,185-90.9% | $12,624-92.0% |