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 7-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 | $29,761 | $124,281-76.1% | $109,143-72.7% | $167,490-82.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 13.24% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $6,647 | $4,207+58.0% | $3,722+78.6% | $4,837+37.4% |
| Participant deferral / active EE | $6,139 | $5,255+16.8% | $4,653+31.9% | $6,341-3.2% |
| Admin fee / account holder | $12,611 | $7,970+58.2% | $6,752+86.8% | $12,309+2.5% |