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 | $66,479 | $78,672-15.5% | $109,143-39.1% | $85,850-22.6% |
| Participation rate | 89.3% | 68.3%+21.1pp | 75.9%+13.5pp | 69.3%+20.0pp |
| Annual return | 12.71% | 25.09%-12.4pp | 25.75%-13.0pp | 318.53%-305.8pp |
| Employer contribution / active EE | $5,659 | $2,735+106.9% | $3,722+52.0% | $2,565+120.6% |
| Participant deferral / active EE | $4,610 | $3,467+33.0% | $4,653-0.9% | $3,952+16.7% |
| Admin fee / account holder | $8,927 | $5,469+63.2% | $6,752+32.2% | $6,260+42.6% |