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 | $39,016 | $114,381-65.9% | $107,525-63.7% | $142,382-72.6% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 20.79% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,590 | $4,015-10.6% | $3,754-4.4% | $4,299-16.5% |
| Participant deferral / active EE | $6,006 | $5,564+7.9% | $5,116+17.4% | $6,507-7.7% |
| Admin fee / account holder | $1,955 | $9,860-80.2% | $8,919-78.1% | $12,624-84.5% |