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 | $59,315 | $165,984-64.3% | $164,813-64.0% | $145,922-59.4% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 11.18% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,252 | $5,273-38.3% | $4,341-25.1% | $4,660-30.2% |
| Participant deferral / active EE | $9,692 | $6,959+39.3% | $6,031+60.7% | $6,688+44.9% |
| Admin fee / account holder | $793 | $16,648-95.2% | $12,690-93.8% | $13,397-94.1% |