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 | $35,158 | $154,117-77.2% | $129,995-73.0% | $139,434-74.8% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 22.40% | 32.48%-10.1pp | -137.18%+159.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $12,112 | $5,289+129.0% | $4,320+180.4% | $4,751+154.9% |
| Participant deferral / active EE | $5,224 | $6,710-22.1% | $5,820-10.2% | $6,710-22.1% |
| Admin fee / account holder | $3,396 | $14,007-75.8% | $10,614-68.0% | $11,403-70.2% |