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 | $76,989 | $106,584-27.8% | $101,326-24.0% | $142,382-45.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 18.87% | 36.93%-18.1pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,550 | $3,956+15.0% | $3,665+24.1% | $4,299+5.8% |
| Participant deferral / active EE | $13,184 | $8,297+58.9% | $7,994+64.9% | $6,507+102.6% |
| Admin fee / account holder | $4,677 | $11,446-59.1% | $11,185-58.2% | $12,624-63.0% |