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 | $55,386 | $114,381-51.6% | $107,525-48.5% | $142,382-61.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 18.07% | 242.71%-224.6pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,679 | $4,015+41.4% | $3,754+51.3% | $4,299+32.1% |
| Participant deferral / active EE | $5,572 | $5,564+0.1% | $5,116+8.9% | $6,507-14.4% |
| Admin fee / account holder | $562 | $9,860-94.3% | $8,919-93.7% | $12,624-95.5% |