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 | $42,916 | $114,381-62.5% | $107,525-60.1% | $142,382-69.9% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 32.39% | 242.71%-210.3pp | 181.32%-148.9pp | 217.08%-184.7pp |
| Employer contribution / active EE | $8,599 | $4,015+114.2% | $3,754+129.1% | $4,299+100.0% |
| Participant deferral / active EE | $8,448 | $5,564+51.8% | $5,116+65.1% | $6,507+29.8% |
| Admin fee / account holder | $3,621 | $9,860-63.3% | $8,919-59.4% | $12,624-71.3% |