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 10-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 | $65,619 | $124,319-47.2% | $111,297-41.0% | $167,490-60.8% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 19.62% | 37.44%-17.8pp | 54.65%-35.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $5,096 | $3,435+48.3% | $2,731+86.6% | $4,837+5.3% |
| Participant deferral / active EE | $14,674 | $5,180+183.3% | $4,487+227.0% | $6,341+131.4% |
| Admin fee / account holder | $20,152 | $10,618+89.8% | $7,964+153.0% | $12,309+63.7% |