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 6-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 | $40,777 | $148,534-72.5% | $135,903-70.0% | $139,434-70.8% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 13.89% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,265 | $5,243-37.7% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $4,773 | $8,100-41.1% | $7,758-38.5% | $6,710-28.9% |
| Admin fee / account holder | $16,641 | $12,400+34.2% | $10,762+54.6% | $11,403+45.9% |