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 | $45,707 | $165,335-72.4% | $149,696-69.5% | $158,922-71.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 8.30% | 348.15%-339.9pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $4,071 | $5,103-20.2% | $4,644-12.3% | $4,761-14.5% |
| Participant deferral / active EE | $11,824 | $7,181+64.7% | $6,842+72.8% | $5,982+97.7% |
| Admin fee / account holder | $15,735 | $10,807+45.6% | $9,309+69.0% | $11,246+39.9% |