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 | $68,529 | $165,984-58.7% | $164,813-58.4% | $145,922-53.0% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 11.45% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,712 | $5,273-29.6% | $4,341-14.5% | $4,660-20.3% |
| Participant deferral / active EE | $8,076 | $6,959+16.1% | $6,031+33.9% | $6,688+20.8% |
| Admin fee / account holder | $5,415 | $16,648-67.5% | $12,690-57.3% | $13,397-59.6% |