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 4-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 | $69,003 | $159,602-56.8% | $150,045-54.0% | $142,382-51.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 71.50% | 70.24%+1.3pp | 62.55%+9.0pp | 217.08%-145.6pp |
| Employer contribution / active EE | $3,596 | $4,961-27.5% | $4,693-23.4% | $4,299-16.3% |
| Participant deferral / active EE | $7,701 | $8,310-7.3% | $7,997-3.7% | $6,507+18.4% |
| Admin fee / account holder | $589 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |