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 | $59,227 | $100,970-41.3% | $96,576-38.7% | $137,256-56.8% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 36.86% | 38.16%-1.3pp | 38.47%-1.6pp | 220.34%-183.5pp |
| Employer contribution / active EE | $6,969 | $3,809+83.0% | $3,553+96.1% | $4,156+67.7% |
| Participant deferral / active EE | $10,043 | $8,286+21.2% | $7,956+26.2% | $6,407+56.8% |
| Admin fee / account holder | $1,543 | $11,312-86.4% | $11,381-86.4% | $12,270-87.4% |