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 | $63,610 | $127,065-49.9% | $113,168-43.8% | $142,382-55.3% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 20.00% | 24.03%-4.0pp | 24.27%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,651 | $3,442-52.0% | $2,975-44.5% | $4,299-61.6% |
| Participant deferral / active EE | $3,358 | $5,716-41.2% | $5,107-34.2% | $6,507-48.4% |
| Admin fee / account holder | $2,945 | $15,736-81.3% | $12,068-75.6% | $12,624-76.7% |