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 | $83,689 | $162,781-48.6% | $133,956-37.5% | $158,922-47.3% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 71.27% | 41.94%+29.3pp | 45.09%+26.2pp | 302.83%-231.6pp |
| Employer contribution / active EE | $5,074 | $4,975+2.0% | $3,919+29.5% | $4,761+6.6% |
| Participant deferral / active EE | $8,908 | $5,911+50.7% | $5,048+76.5% | $5,982+48.9% |
| Admin fee / account holder | $5,390 | $11,736-54.1% | $8,927-39.6% | $11,246-52.1% |