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 8-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 | $59,975 | $154,117-61.1% | $129,995-53.9% | $139,434-57.0% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.5%+16.8pp | 80.3%+14.9pp |
| Annual return | 13.14% | 32.48%-19.3pp | -137.18%+150.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,891 | $5,289-64.3% | $4,320-56.2% | $4,751-60.2% |
| Participant deferral / active EE | $5,337 | $6,710-20.5% | $5,820-8.3% | $6,710-20.5% |
| Admin fee / account holder | $1,937 | $14,007-86.2% | $10,614-81.7% | $11,403-83.0% |