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 | $51,759 | $102,317-49.4% | $146,958-64.8% | $80,856-36.0% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 14.75% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,658 | $3,713-28.4% | $4,933-46.1% | $2,755-3.5% |
| Participant deferral / active EE | $8,290 | $6,644+24.8% | $8,070+2.7% | $4,296+93.0% |
| Admin fee / account holder | $2,331 | $7,941-70.6% | $12,998-82.1% | $6,918-66.3% |