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 | $53,127 | $73,787-28.0% | $98,716-46.2% | $82,448-35.6% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.3%+26.7pp | 68.1%+27.9pp |
| Annual return | 20.32% | 18.57%+1.8pp | 31.81%-11.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $6,882 | $1,511+355.4% | $2,279+202.1% | $2,551+169.8% |
| Participant deferral / active EE | $14,373 | $3,081+366.4% | $4,048+255.1% | $4,139+247.2% |
| Admin fee / account holder | $13,913 | $6,500+114.0% | $8,703+59.9% | $7,234+92.3% |