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 | $50,834 | $51,175-0.7% | $70,515-27.9% | $75,163-32.4% |
| Participation rate | 79.1% | 60.9%+18.1pp | 68.3%+10.7pp | 67.2%+11.9pp |
| Annual return | 19.21% | 30.02%-10.8pp | 32.77%-13.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,483 | $1,826+35.9% | $2,973-16.5% | $2,670-7.0% |
| Participant deferral / active EE | $6,720 | $2,849+135.8% | $4,567+47.1% | $4,125+62.9% |
| Admin fee / account holder | $6,737 | $4,091+64.7% | $6,412+5.1% | $5,651+19.2% |