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 | $75,418 | $209,411-64.0% | $178,490-57.7% | $158,922-52.5% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 11.65% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $7,000 | $5,706+22.7% | $5,011+39.7% | $4,761+47.0% |
| Participant deferral / active EE | $7,188 | $5,954+20.7% | $5,202+38.2% | $5,982+20.2% |
| Admin fee / account holder | $5,208 | $17,074-69.5% | $13,984-62.8% | $11,246-53.7% |