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 | $63,048 | $177,572-64.5% | $154,803-59.3% | $142,382-55.7% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,893 | $4,810+64.1% | $4,305+83.3% | $4,299+83.6% |
| Participant deferral / active EE | $13,204 | $6,272+110.5% | $5,540+138.3% | $6,507+102.9% |
| Admin fee / account holder | $22,422 | $16,786+33.6% | $14,329+56.5% | $12,624+77.6% |