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 | $54,124 | $114,381-52.7% | $107,525-49.7% | $142,382-62.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 18.89% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,941 | $4,015-26.7% | $3,754-21.6% | $4,299-31.6% |
| Participant deferral / active EE | $6,012 | $5,564+8.0% | $5,116+17.5% | $6,507-7.6% |
| Admin fee / account holder | $1,473 | $9,860-85.1% | $8,919-83.5% | $12,624-88.3% |