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 | $56,173 | $109,881-48.9% | $150,045-62.6% | $84,808-33.8% |
| Participation rate | 78.1% | 76.1%+2.0pp | 82.3%-4.2pp | 68.3%+9.8pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,813 | $3,561+35.1% | $4,693+2.5% | $2,631+82.9% |
| Participant deferral / active EE | $9,995 | $6,636+50.6% | $7,997+25.0% | $4,212+137.3% |
| Admin fee / account holder | $12,456 | $8,568+45.4% | $13,435-7.3% | $7,344+69.6% |