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 | $65,642 | $175,202-62.5% | $149,673-56.1% | $139,434-52.9% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 15.74% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,225 | $5,474-4.6% | $4,818+8.5% | $4,751+10.0% |
| Participant deferral / active EE | $8,654 | $6,519+32.8% | $5,680+52.4% | $6,710+29.0% |
| Admin fee / account holder | $11,939 | $16,150-26.1% | $13,210-9.6% | $11,403+4.7% |