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 | $71,396 | $73,004-2.2% | $90,749-21.3% | $68,494+4.2% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | 32.33% | -13.81%+46.1pp | -12.16%+44.5pp | -7.84%+40.2pp |
| Employer contribution / active EE | $5,402 | $2,193+146.3% | $2,921+84.9% | $2,596+108.1% |
| Participant deferral / active EE | $11,406 | $3,627+214.5% | $4,564+149.9% | $4,027+183.2% |
| Admin fee / account holder | $4,637 | $5,896-21.3% | $8,445-45.1% | $5,403-14.2% |