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 | $55,021 | $97,125-43.4% | $86,233-36.2% | $137,256-59.9% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 31.80% | 74.19%-42.4pp | 61.39%-29.6pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,928 | $2,841-32.1% | $2,504-23.0% | $4,156-53.6% |
| Participant deferral / active EE | $7,228 | $5,180+39.5% | $4,559+58.5% | $6,407+12.8% |
| Admin fee / account holder | $11,395 | $9,725+17.2% | $8,342+36.6% | $12,270-7.1% |