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 9-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 | $60,231 | $100,773-40.2% | $88,946-32.3% | $142,382-57.7% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 13.79% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,834 | $2,918-37.1% | $2,555-28.2% | $4,299-57.3% |
| Participant deferral / active EE | $5,587 | $5,230+6.8% | $4,581+22.0% | $6,507-14.1% |
| Admin fee / account holder | $6,520 | $9,693-32.7% | $8,261-21.1% | $12,624-48.3% |