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 9-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 | $56,772 | $102,616-44.7% | $81,983-30.8% | $158,922-64.3% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.2%+16.5pp | 82.0%+3.8pp |
| Annual return | 12.90% | 61.04%-48.1pp | 41.31%-28.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $947 | $3,240-70.8% | $2,498-62.1% | $4,761-80.1% |
| Participant deferral / active EE | $6,942 | $4,648+49.4% | $3,722+86.5% | $5,982+16.0% |
| Admin fee / account holder | $3,001 | $8,235-63.6% | $5,664-47.0% | $11,246-73.3% |