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 5-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 | $102,890 | $177,572-42.1% | $154,803-33.5% | $142,382-27.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 11.82% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,829 | $4,810-62.0% | $4,305-57.5% | $4,299-57.5% |
| Participant deferral / active EE | $4,886 | $6,272-22.1% | $5,540-11.8% | $6,507-24.9% |
| Admin fee / account holder | $424 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |