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 7-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 | $72,337 | $114,381-36.8% | $107,525-32.7% | $142,382-49.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 18.28% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,123 | $4,015+52.5% | $3,754+63.1% | $4,299+42.4% |
| Participant deferral / active EE | $11,435 | $5,564+105.5% | $5,116+123.5% | $6,507+75.7% |
| Admin fee / account holder | $2,280 | $9,860-76.9% | $8,919-74.4% | $12,624-81.9% |