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 | $69,122 | $177,572-61.1% | $154,803-55.3% | $142,382-51.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.44% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,363 | $4,810-30.1% | $4,305-21.9% | $4,299-21.8% |
| Participant deferral / active EE | $4,273 | $6,272-31.9% | $5,540-22.9% | $6,507-34.3% |
| Admin fee / account holder | $4,734 | $16,786-71.8% | $14,329-67.0% | $12,624-62.5% |