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 | $51,512 | $117,983-56.3% | $101,794-49.4% | $142,382-63.8% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 14.22% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,542 | $2,773+99.9% | $2,289+142.1% | $4,299+28.9% |
| Participant deferral / active EE | $4,266 | $4,714-9.5% | $4,084+4.5% | $6,507-34.4% |
| Admin fee / account holder | $770 | $10,433-92.6% | $8,777-91.2% | $12,624-93.9% |