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 | $50,111 | $177,572-71.8% | $154,803-67.6% | $142,382-64.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.85% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,950 | $4,810+44.5% | $4,305+61.4% | $4,299+61.7% |
| Participant deferral / active EE | $10,025 | $6,272+59.9% | $5,540+80.9% | $6,507+54.1% |
| Admin fee / account holder | $9,360 | $16,786-44.2% | $14,329-34.7% | $12,624-25.9% |