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 | $45,964 | $127,264-63.9% | $109,895-58.2% | $167,490-72.6% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.2%+19.5pp | 82.1%+11.6pp |
| Annual return | 17.70% | 22.97%-5.3pp | 29.45%-11.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $3,011 | $3,322-9.4% | $2,842+5.9% | $4,837-37.8% |
| Participant deferral / active EE | $7,484 | $4,514+65.8% | $4,048+84.9% | $6,341+18.0% |
| Admin fee / account holder | $2,529 | $7,114-64.5% | $6,066-58.3% | $12,309-79.5% |