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 | $105,811 | $177,572-40.4% | $154,803-31.6% | $142,382-25.7% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 17.84% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,787 | $4,810-42.1% | $4,305-35.3% | $4,299-35.2% |
| Participant deferral / active EE | $5,502 | $6,272-12.3% | $5,540-0.7% | $6,507-15.4% |
| Admin fee / account holder | $5,138 | $16,786-69.4% | $14,329-64.1% | $12,624-59.3% |