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 | $57,021 | $100,773-43.4% | $88,946-35.9% | $142,382-60.0% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 16.27% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,725 | $2,918+27.7% | $2,555+45.8% | $4,299-13.4% |
| Participant deferral / active EE | $8,540 | $5,230+63.3% | $4,581+86.4% | $6,507+31.2% |
| Admin fee / account holder | $28,246 | $9,693+191.4% | $8,261+241.9% | $12,624+123.8% |