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 | $52,619 | $104,974-49.9% | $95,585-45.0% | $142,382-63.0% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 12.85% | 210.33%-197.5pp | 38.56%-25.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,259 | $2,779+53.3% | $2,527+68.6% | $4,299-0.9% |
| Participant deferral / active EE | $6,643 | $4,352+52.6% | $4,023+65.1% | $6,507+2.1% |
| Admin fee / account holder | $9,720 | $6,386+52.2% | $6,127+58.6% | $12,624-23.0% |