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 | $100,970-50.3% | $96,576-48.1% | $137,256-63.5% |
| Participation rate | 81.0% | 82.6%-1.7pp | 81.4%-0.5pp | 80.0%+1.0pp |
| Annual return | 17.94% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,411 | $3,809+42.0% | $3,553+52.3% | $4,156+30.2% |
| Participant deferral / active EE | $12,180 | $8,286+47.0% | $7,956+53.1% | $6,407+90.1% |
| Admin fee / account holder | $5,216 | $11,312-53.9% | $11,381-54.2% | $12,270-57.5% |