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 | $50,925 | $177,572-71.3% | $154,803-67.1% | $142,382-64.2% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 20.65% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,852 | $4,810-40.7% | $4,305-33.8% | $4,299-33.7% |
| Participant deferral / active EE | $8,179 | $6,272+30.4% | $5,540+47.6% | $6,507+25.7% |
| Admin fee / account holder | $3,361 | $16,786-80.0% | $14,329-76.5% | $12,624-73.4% |