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 | $52,048 | $179,726-71.0% | $156,263-66.7% | $142,382-63.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.9%+14.4pp | 80.1%+13.2pp |
| Annual return | 15.73% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,883 | $5,069-3.7% | $4,333+12.7% | $4,299+13.6% |
| Participant deferral / active EE | $13,290 | $6,956+91.1% | $6,158+115.8% | $6,507+104.2% |
| Admin fee / account holder | $9,215 | $17,272-46.6% | $14,255-35.4% | $12,624-27.0% |