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 8-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 | $58,585 | $127,264-54.0% | $109,895-46.7% | $167,490-65.0% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.2%+20.5pp | 82.1%+12.6pp |
| Annual return | 16.09% | 22.97%-6.9pp | 29.45%-13.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $4,792 | $3,322+44.2% | $2,842+68.6% | $4,837-0.9% |
| Participant deferral / active EE | $13,870 | $4,514+207.3% | $4,048+242.6% | $6,341+118.7% |
| Admin fee / account holder | $16,413 | $7,114+130.7% | $6,066+170.6% | $12,309+33.3% |