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 | $65,337 | $117,983-44.6% | $101,794-35.8% | $142,382-54.1% |
| Participation rate | 95.8% | 74.2%+21.6pp | 69.2%+26.6pp | 80.1%+15.7pp |
| Annual return | 17.94% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,477 | $2,773+61.4% | $2,289+95.6% | $4,299+4.1% |
| Participant deferral / active EE | $6,070 | $4,714+28.8% | $4,084+48.6% | $6,507-6.7% |
| Admin fee / account holder | $5,770 | $10,433-44.7% | $8,777-34.3% | $12,624-54.3% |