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 3-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 | $72,548 | $177,572-59.1% | $154,803-53.1% | $142,382-49.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.94% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,048 | $4,810-78.2% | $4,305-75.7% | $4,299-75.6% |
| Participant deferral / active EE | $2,992 | $6,272-52.3% | $5,540-46.0% | $6,507-54.0% |
| Admin fee / account holder | $177,100 | $16,786+955.1% | $14,329+1135.9% | $12,624+1302.9% |