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 5-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 | $30,468 | $114,381-73.4% | $107,525-71.7% | $142,382-78.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 19.76% | 242.71%-222.9pp | 181.32%-161.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,474 | $4,015+11.5% | $3,754+19.2% | $4,299+4.1% |
| Participant deferral / active EE | $2,613 | $5,564-53.0% | $5,116-48.9% | $6,507-59.8% |
| Admin fee / account holder | $1,399 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |