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 7-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 | $59,701 | $117,983-49.4% | $101,794-41.4% | $142,382-58.1% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 19.23% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,883 | $2,773+4.0% | $2,289+26.0% | $4,299-32.9% |
| Participant deferral / active EE | $9,494 | $4,714+101.4% | $4,084+132.5% | $6,507+45.9% |
| Admin fee / account holder | $470 | $10,433-95.5% | $8,777-94.7% | $12,624-96.3% |