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 | $76,914 | $98,750-22.1% | $149,696-48.6% | $79,858-3.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 15.26% | 27.43%-12.2pp | 276.60%-261.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,209 | $3,216-31.3% | $4,644-52.4% | $2,471-10.6% |
| Participant deferral / active EE | $4,445 | $5,680-21.7% | $6,842-35.0% | $3,740+18.8% |
| Admin fee / account holder | $1,981 | $6,053-67.3% | $9,309-78.7% | $5,306-62.7% |