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 8-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 | $47,645 | $89,753-46.9% | $107,525-55.7% | $84,808-43.8% |
| Participation rate | 85.0% | 68.1%+16.9pp | 75.1%+9.9pp | 68.3%+16.7pp |
| Annual return | 19.63% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,056 | $3,113-34.0% | $3,754-45.2% | $2,631-21.8% |
| Participant deferral / active EE | $4,939 | $4,056+21.8% | $5,116-3.5% | $4,212+17.3% |
| Admin fee / account holder | $4,373 | $7,222-39.4% | $8,919-51.0% | $7,344-40.4% |