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 | $47,893 | $78,672-39.1% | $109,143-56.1% | $85,850-44.2% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.7pp |
| Annual return | 13.04% | 25.09%-12.0pp | 25.75%-12.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,266 | $2,735-17.1% | $3,722-39.1% | $2,565-11.7% |
| Participant deferral / active EE | $5,972 | $3,467+72.2% | $4,653+28.3% | $3,952+51.1% |
| Admin fee / account holder | $2,302 | $5,469-57.9% | $6,752-65.9% | $6,260-63.2% |