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 | $80,458 | $159,602-49.6% | $150,045-46.4% | $142,382-43.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 24.03% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,376 | $4,961-32.0% | $4,693-28.1% | $4,299-21.5% |
| Participant deferral / active EE | $13,633 | $8,310+64.1% | $7,997+70.5% | $6,507+109.5% |
| Admin fee / account holder | $24,301 | $14,846+63.7% | $13,435+80.9% | $12,624+92.5% |