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 | $46,074 | $106,515-56.7% | $96,683-52.3% | $139,434-67.0% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 23.09% | 38.43%-15.3pp | 35.69%-12.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $9,267 | $4,103+125.9% | $3,737+148.0% | $4,751+95.1% |
| Participant deferral / active EE | $7,441 | $5,454+36.4% | $4,878+52.5% | $6,710+10.9% |
| Admin fee / account holder | $1,700 | $7,877-78.4% | $6,730-74.7% | $11,403-85.1% |