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 3-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 | $50,144 | $106,584-53.0% | $101,326-50.5% | $142,382-64.8% |
| Participation rate | 81.0% | 82.7%-1.7pp | 81.5%-0.5pp | 80.1%+0.8pp |
| Annual return | 17.94% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,411 | $3,956+36.8% | $3,665+47.6% | $4,299+25.9% |
| Participant deferral / active EE | $12,180 | $8,297+46.8% | $7,994+52.4% | $6,507+87.2% |
| Admin fee / account holder | $5,216 | $11,446-54.4% | $11,185-53.4% | $12,624-58.7% |