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 | $49,685 | $127,264-61.0% | $109,895-54.8% | $167,490-70.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.2%+11.5pp | 82.1%+3.6pp |
| Annual return | 19.99% | 22.97%-3.0pp | 29.45%-9.5pp | 478.56%-458.6pp |
| Employer contribution / active EE | $2,404 | $3,322-27.7% | $2,842-15.4% | $4,837-50.3% |
| Participant deferral / active EE | $9,313 | $4,514+106.3% | $4,048+130.1% | $6,341+46.9% |
| Admin fee / account holder | $2,263 | $7,114-68.2% | $6,066-62.7% | $12,309-81.6% |