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 7-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 | $66,593 | $117,983-43.6% | $101,794-34.6% | $142,382-53.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 19.70% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,195 | $2,773+15.2% | $2,289+39.6% | $4,299-25.7% |
| Participant deferral / active EE | $7,534 | $4,714+59.8% | $4,084+84.5% | $6,507+15.8% |
| Admin fee / account holder | $2,389 | $10,433-77.1% | $8,777-72.8% | $12,624-81.1% |