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 | $51,275 | $111,754-54.1% | $103,333-50.4% | $145,922-64.9% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 11.48% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,913 | $4,212-30.9% | $3,868-24.7% | $4,660-37.5% |
| Participant deferral / active EE | $6,133 | $5,619+9.2% | $5,057+21.3% | $6,688-8.3% |
| Admin fee / account holder | $5,109 | $9,750-47.6% | $8,355-38.8% | $13,397-61.9% |