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 | $49,818 | $110,257-54.8% | $96,544-48.4% | $139,434-64.3% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 19.52% | 26.32%-6.8pp | 25.84%-6.3pp | 372.94%-353.4pp |
| Employer contribution / active EE | $2,712 | $3,620-25.1% | $2,965-8.5% | $4,751-42.9% |
| Participant deferral / active EE | $5,130 | $5,548-7.5% | $4,851+5.7% | $6,710-23.6% |
| Admin fee / account holder | $1,880 | $11,591-83.8% | $8,252-77.2% | $11,403-83.5% |