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 | $95,893 | $165,335-42.0% | $149,696-35.9% | $158,922-39.7% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.26% | 348.15%-329.9pp | 276.60%-258.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $3,508 | $5,103-31.3% | $4,644-24.5% | $4,761-26.3% |
| Participant deferral / active EE | $7,867 | $7,181+9.6% | $6,842+15.0% | $5,982+31.5% |
| Admin fee / account holder | $4,887 | $10,807-54.8% | $9,309-47.5% | $11,246-56.5% |