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 | $48,595 | $214,378-77.3% | $200,582-75.8% | $142,382-65.9% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 17.96% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,857 | $6,841-29.0% | $6,419-24.3% | $4,299+13.0% |
| Participant deferral / active EE | $11,792 | $9,865+19.5% | $9,331+26.4% | $6,507+81.2% |
| Admin fee / account holder | $23,624 | $17,692+33.5% | $16,305+44.9% | $12,624+87.1% |