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 6-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 | $48,705 | $175,202-72.2% | $149,673-67.5% | $139,434-65.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 20.55% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,153 | $5,474-60.7% | $4,818-55.3% | $4,751-54.7% |
| Participant deferral / active EE | $5,716 | $6,519-12.3% | $5,680+0.6% | $6,710-14.8% |
| Admin fee / account holder | $1,701 | $16,150-89.5% | $13,210-87.1% | $11,403-85.1% |