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 9-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 | $45,656 | $115,770-60.6% | $101,248-54.9% | $158,922-71.3% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 14.15% | 56.14%-42.0pp | 46.47%-32.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $10,223 | $4,175+144.9% | $3,660+179.3% | $4,761+114.7% |
| Participant deferral / active EE | $6,792 | $4,957+37.0% | $4,370+55.4% | $5,982+13.5% |
| Admin fee / account holder | $7,466 | $7,245+3.1% | $5,945+25.6% | $11,246-33.6% |