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 8-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 | $69,962 | $127,065-44.9% | $113,168-38.2% | $142,382-50.9% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 20.06% | 24.03%-4.0pp | 24.27%-4.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,242 | $3,442+52.3% | $2,975+76.2% | $4,299+21.9% |
| Participant deferral / active EE | $9,100 | $5,716+59.2% | $5,107+78.2% | $6,507+39.8% |
| Admin fee / account holder | $15,590 | $15,736-0.9% | $12,068+29.2% | $12,624+23.5% |