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 | $25,026 | $114,381-78.1% | $107,525-76.7% | $142,382-82.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.52% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,924 | $4,015-27.2% | $3,754-22.1% | $4,299-32.0% |
| Participant deferral / active EE | $4,178 | $5,564-24.9% | $5,116-18.3% | $6,507-35.8% |
| Admin fee / account holder | $11,319 | $9,860+14.8% | $8,919+26.9% | $12,624-10.3% |