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 | $50,908 | $54,705-6.9% | $71,209-28.5% | $84,808-40.0% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 15.60% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,674 | $2,158+70.3% | $2,721+35.0% | $2,631+39.6% |
| Participant deferral / active EE | $5,749 | $3,030+89.7% | $4,175+37.7% | $4,212+36.5% |
| Admin fee / account holder | $13,378 | $4,863+175.1% | $5,349+150.1% | $7,344+82.2% |