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 | $73,501 | $80,968-9.2% | $96,544-23.9% | $75,163-2.2% |
| Participation rate | 84.8% | 71.8%+13.0pp | 76.0%+8.8pp | 67.2%+17.6pp |
| Annual return | 18.27% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,457 | $2,282+7.7% | $2,965-17.1% | $2,670-8.0% |
| Participant deferral / active EE | $5,292 | $3,928+34.7% | $4,851+9.1% | $4,125+28.3% |
| Admin fee / account holder | $1,986 | $6,724-70.5% | $8,252-75.9% | $5,651-64.9% |