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 | $57,160 | $183,519-68.9% | $155,509-63.2% | $145,922-60.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 17.66% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,728 | $5,313+7.8% | $4,672+22.6% | $4,660+22.9% |
| Participant deferral / active EE | $5,593 | $6,462-13.4% | $5,626-0.6% | $6,688-16.4% |
| Admin fee / account holder | $726 | $19,313-96.2% | $15,912-95.4% | $13,397-94.6% |