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 | $68,268 | $209,336-67.4% | $197,124-65.4% | $137,256-50.3% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 20.51% | 48.09%-27.6pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,829 | $6,591-57.1% | $6,227-54.6% | $4,156-31.9% |
| Participant deferral / active EE | $11,585 | $9,614+20.5% | $9,135+26.8% | $6,407+80.8% |
| Admin fee / account holder | $7,664 | $17,308-55.7% | $16,298-53.0% | $12,270-37.5% |