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 | $50,613 | $48,046+5.3% | $84,611-40.2% | $72,985-30.7% |
| Participation rate | 74.6% | 57.6%+17.0pp | 68.2%+6.3pp | 69.5%+5.1pp |
| Annual return | 26.86% | 37.38%-10.5pp | 258.74%-231.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $2,458 | $1,602+53.5% | $2,652-7.3% | $2,440+0.8% |
| Participant deferral / active EE | $5,287 | $2,680+97.3% | $3,899+35.6% | $3,607+46.6% |
| Admin fee / account holder | $1,345 | $3,395-60.4% | $4,912-72.6% | $5,124-73.8% |