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 | $112,729-54.3% | $98,716-47.8% | $137,256-62.5% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 14.22% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,542 | $2,725+103.4% | $2,279+143.2% | $4,156+33.3% |
| Participant deferral / active EE | $4,266 | $4,640-8.1% | $4,048+5.4% | $6,407-33.4% |
| Admin fee / account holder | $770 | $10,129-92.4% | $8,703-91.2% | $12,270-93.7% |