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 | $55,895 | $161,701-65.4% | - | $142,382-60.7% |
| Participation rate | 93.8% | 75.8%+17.9pp | - | 80.1%+13.6pp |
| Annual return | 18.84% | 549.36%-530.5pp | - | 217.08%-198.2pp |
| Employer contribution / active EE | $2,161 | $4,438-51.3% | - | $4,299-49.7% |
| Participant deferral / active EE | $6,197 | $5,394+14.9% | - | $6,507-4.8% |
| Admin fee / account holder | $7,630 | $9,598-20.5% | - | $12,624-39.6% |