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 | $12,934 | $177,572-92.7% | $154,803-91.6% | $142,382-90.9% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.12% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,475 | $4,810-69.3% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $2,591 | $6,272-58.7% | $5,540-53.2% | $6,507-60.2% |
| Admin fee / account holder | $1,363 | $16,786-91.9% | $14,329-90.5% | $12,624-89.2% |