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 | $56,354 | $80,673-30.1% | $101,326-44.4% | $84,808-33.6% |
| Participation rate | 91.1% | 77.8%+13.3pp | 81.5%+9.6pp | 68.3%+22.8pp |
| Annual return | 20.86% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,838 | $2,698+79.3% | $3,665+32.0% | $2,631+83.9% |
| Participant deferral / active EE | $8,448 | $6,840+23.5% | $7,994+5.7% | $4,212+100.6% |
| Admin fee / account holder | $6,849 | $12,784-46.4% | $11,185-38.8% | $7,344-6.7% |