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 | $42,300 | $177,572-76.2% | $154,803-72.7% | $142,382-70.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.14% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,602 | $4,810-4.3% | $4,305+6.9% | $4,299+7.0% |
| Participant deferral / active EE | $5,193 | $6,272-17.2% | $5,540-6.3% | $6,507-20.2% |
| Admin fee / account holder | $3,669 | $16,786-78.1% | $14,329-74.4% | $12,624-70.9% |