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 7-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 | $53,608 | $100,773-46.8% | $88,946-39.7% | $142,382-62.3% |
| Participation rate | 95.8% | 74.3%+21.5pp | 68.8%+27.0pp | 80.1%+15.7pp |
| Annual return | 21.19% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $4,481 | $2,918+53.6% | $2,555+75.4% | $4,299+4.2% |
| Participant deferral / active EE | $7,256 | $5,230+38.7% | $4,581+58.4% | $6,507+11.5% |
| Admin fee / account holder | $2,525 | $9,693-73.9% | $8,261-69.4% | $12,624-80.0% |