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 | $39,743 | $100,773-60.6% | $88,946-55.3% | $142,382-72.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 17.12% | 70.18%-53.1pp | 57.82%-40.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,511 | $2,918+20.3% | $2,555+37.4% | $4,299-18.3% |
| Participant deferral / active EE | $5,800 | $5,230+10.9% | $4,581+26.6% | $6,507-10.9% |
| Admin fee / account holder | $4,191 | $9,693-56.8% | $8,261-49.3% | $12,624-66.8% |