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 | $47,996 | $124,319-61.4% | $111,297-56.9% | $167,490-71.3% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 18.56% | 37.44%-18.9pp | 54.65%-36.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $6,781 | $3,435+97.4% | $2,731+148.3% | $4,837+40.2% |
| Participant deferral / active EE | $15,175 | $5,180+192.9% | $4,487+238.2% | $6,341+139.3% |
| Admin fee / account holder | $596 | $10,618-94.4% | $7,964-92.5% | $12,309-95.2% |