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 | $50,737 | $159,602-68.2% | $150,045-66.2% | $142,382-64.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 18.51% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,514 | $4,961-49.3% | $4,693-46.4% | $4,299-41.5% |
| Participant deferral / active EE | $3,199 | $8,310-61.5% | $7,997-60.0% | $6,507-50.8% |
| Admin fee / account holder | $1,965 | $14,846-86.8% | $13,435-85.4% | $12,624-84.4% |