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 | $54,436 | $101,724-46.5% | $164,813-67.0% | $80,856-32.7% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.5pp |
| Annual return | 13.24% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $4,063 | $2,953+37.6% | $4,341-6.4% | $2,755+47.5% |
| Participant deferral / active EE | $12,447 | $4,477+178.0% | $6,031+106.4% | $4,296+189.8% |
| Admin fee / account holder | $17,711 | $8,227+115.3% | $12,690+39.6% | $6,918+156.0% |