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 | $51,115 | $117,983-56.7% | $101,794-49.8% | $142,382-64.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 19.56% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,656 | $2,773-40.3% | $2,289-27.7% | $4,299-61.5% |
| Participant deferral / active EE | $6,415 | $4,714+36.1% | $4,084+57.1% | $6,507-1.4% |
| Admin fee / account holder | $1,939 | $10,433-81.4% | $8,777-77.9% | $12,624-84.6% |