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 | $62,764 | $217,402-71.1% | $185,823-66.2% | $167,490-62.5% |
| Participation rate | 92.3% | 86.0%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 15.10% | 148.36%-133.3pp | 122.05%-106.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,590 | $5,873-55.9% | $5,167-49.9% | $4,837-46.5% |
| Participant deferral / active EE | $7,598 | $6,356+19.5% | $5,568+36.5% | $6,341+19.8% |
| Admin fee / account holder | $305 | $19,811-98.5% | $16,237-98.1% | $12,309-97.5% |