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 8-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 | $54,755 | $103,376-47.0% | $87,100-37.1% | $152,861-64.2% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 17.09% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,074 | $3,220-35.6% | $2,521-17.7% | $4,762-56.4% |
| Participant deferral / active EE | $5,483 | $4,778+14.8% | $4,049+35.4% | $5,850-6.3% |
| Admin fee / account holder | $62,425 | $12,205+411.5% | $7,497+732.7% | $11,596+438.3% |