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 | $90,109 | $175,202-48.6% | $149,673-39.8% | $139,434-35.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.06% | 166.71%-146.6pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,563 | $5,474-53.2% | $4,818-46.8% | $4,751-46.0% |
| Participant deferral / active EE | $5,397 | $6,519-17.2% | $5,680-5.0% | $6,710-19.6% |
| Admin fee / account holder | $958 | $16,150-94.1% | $13,210-92.7% | $11,403-91.6% |