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 | $116,078 | $159,602-27.3% | $150,045-22.6% | $142,382-18.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.36% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,286 | $4,961-33.8% | $4,693-30.0% | $4,299-23.6% |
| Participant deferral / active EE | $6,845 | $8,310-17.6% | $7,997-14.4% | $6,507+5.2% |
| Admin fee / account holder | $5,034 | $14,846-66.1% | $13,435-62.5% | $12,624-60.1% |