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 4-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 | $77,096 | $124,425-38.0% | $112,040-31.2% | $137,256-43.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 16.42% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,652 | $3,411-51.6% | $2,954-44.1% | $4,156-60.3% |
| Participant deferral / active EE | $5,133 | $5,718-10.2% | $5,098+0.7% | $6,407-19.9% |
| Admin fee / account holder | $3,381 | $15,207-77.8% | $12,098-72.1% | $12,270-72.4% |