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 | $51,739 | $105,126-50.8% | $94,646-45.3% | $139,434-62.9% |
| Participation rate | 70.6% | 82.4%-11.8pp | 80.8%-10.2pp | 80.3%-9.7pp |
| Annual return | 22.02% | 38.03%-16.0pp | 156.71%-134.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,307 | $4,106-43.8% | $3,672-37.2% | $4,751-51.4% |
| Participant deferral / active EE | $8,932 | $7,599+17.5% | $7,418+20.4% | $6,710+33.1% |
| Admin fee / account holder | $3,167 | $8,984-64.7% | $7,231-56.2% | $11,403-72.2% |