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 | $101,618-48.2% | $93,063-43.5% | $137,256-61.7% |
| Participation rate | 93.8% | 74.9%+18.8pp | 72.1%+21.6pp | 80.0%+13.8pp |
| Annual return | 12.85% | 223.95%-211.1pp | 34.15%-21.3pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,259 | $2,707+57.3% | $2,476+72.0% | $4,156+2.5% |
| Participant deferral / active EE | $6,643 | $4,279+55.2% | $3,958+67.8% | $6,407+3.7% |
| Admin fee / account holder | $9,720 | $6,198+56.8% | $6,033+61.1% | $12,270-20.8% |