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 | $59,997 | $163,101-63.2% | $136,749-56.1% | $142,382-57.9% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 18.87% | 27.54%-8.7pp | 24.33%-5.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,333 | $4,117-43.3% | $3,400-31.4% | $4,299-45.7% |
| Participant deferral / active EE | $4,042 | $5,585-27.6% | $4,692-13.9% | $6,507-37.9% |
| Admin fee / account holder | $4,104 | $14,318-71.3% | $11,386-64.0% | $12,624-67.5% |