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 | $44,393 | $175,202-74.7% | $149,673-70.3% | $139,434-68.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.35% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $6,835 | $5,474+24.9% | $4,818+41.9% | $4,751+43.9% |
| Participant deferral / active EE | $12,449 | $6,519+91.0% | $5,680+119.2% | $6,710+85.5% |
| Admin fee / account holder | $5,381 | $16,150-66.7% | $13,210-59.3% | $11,403-52.8% |