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 | $62,709 | $116,167-46.0% | $64,489-2.8% | $137,256-54.3% |
| Participation rate | 85.7% | 68.2%+17.5pp | 67.7%+18.0pp | 80.0%+5.8pp |
| Annual return | 21.85% | 36.55%-14.7pp | 55.03%-33.2pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,763 | $2,483-29.0% | $1,523+15.8% | $4,156-57.6% |
| Participant deferral / active EE | $4,918 | $4,215+16.7% | $2,778+77.0% | $6,407-23.2% |
| Admin fee / account holder | $352 | $6,188-94.3% | $4,260-91.7% | $12,270-97.1% |