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 | $48,581 | $165,984-70.7% | $164,813-70.5% | $145,922-66.7% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 12.07% | 100.03%-88.0pp | 69.93%-57.9pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,164 | $5,273-59.0% | $4,341-50.2% | $4,660-53.6% |
| Participant deferral / active EE | $3,401 | $6,959-51.1% | $6,031-43.6% | $6,688-49.1% |
| Admin fee / account holder | $12,466 | $16,648-25.1% | $12,690-1.8% | $13,397-6.9% |