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 | $48,487 | $109,327-55.6% | $89,391-45.8% | $158,922-69.5% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 23.99% | 345.68%-321.7pp | 245.62%-221.6pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,692 | $3,170-46.6% | $2,586-34.6% | $4,761-64.5% |
| Participant deferral / active EE | $1,728 | $4,598-62.4% | $3,890-55.6% | $5,982-71.1% |
| Admin fee / account holder | $1,614 | $6,153-73.8% | $4,881-66.9% | $11,246-85.6% |