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 | $43,791 | $111,754-60.8% | $103,333-57.6% | $145,922-70.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.56% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $10,822 | $4,212+156.9% | $3,868+179.8% | $4,660+132.3% |
| Participant deferral / active EE | $6,945 | $5,619+23.6% | $5,057+37.3% | $6,688+3.9% |
| Admin fee / account holder | $495 | $9,750-94.9% | $8,355-94.1% | $13,397-96.3% |