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 | $75,048 | $94,338-20.4% | $100,534-25.4% | $142,382-47.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 20.95% | 29.20%-8.3pp | 32.66%-11.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,723 | $4,237-35.7% | $4,346-37.3% | $4,299-36.7% |
| Participant deferral / active EE | $11,589 | $5,934+95.3% | $6,144+88.6% | $6,507+78.1% |
| Admin fee / account holder | $1,054 | $8,421-87.5% | $7,654-86.2% | $12,624-91.7% |