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 | $36,888 | $124,319-70.3% | $111,297-66.9% | $167,490-78.0% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 19.68% | 37.44%-17.8pp | 54.65%-35.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,312 | $3,435-32.7% | $2,731-15.4% | $4,837-52.2% |
| Participant deferral / active EE | $4,719 | $5,180-8.9% | $4,487+5.2% | $6,341-25.6% |
| Admin fee / account holder | $19,491 | $10,618+83.6% | $7,964+144.7% | $12,309+58.3% |