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 4-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 | $67,987 | $214,378-68.3% | $200,582-66.1% | $142,382-52.3% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 16.70% | 46.41%-29.7pp | 42.33%-25.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,575 | $6,841-47.8% | $6,419-44.3% | $4,299-16.9% |
| Participant deferral / active EE | $5,092 | $9,865-48.4% | $9,331-45.4% | $6,507-21.7% |
| Admin fee / account holder | $3,249 | $17,692-81.6% | $16,305-80.1% | $12,624-74.3% |