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 | $55,046 | $89,753-38.7% | $107,525-48.8% | $84,808-35.1% |
| Participation rate | 72.2% | 68.1%+4.2pp | 75.1%-2.9pp | 68.3%+3.9pp |
| Annual return | 34.95% | 29.48%+5.5pp | 181.32%-146.4pp | 40.90%-5.9pp |
| Employer contribution / active EE | $1,047 | $3,113-66.4% | $3,754-72.1% | $2,631-60.2% |
| Participant deferral / active EE | $4,782 | $4,056+17.9% | $5,116-6.5% | $4,212+13.5% |
| Admin fee / account holder | $10,223 | $7,222+41.6% | $8,919+14.6% | $7,344+39.2% |