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 | $84,939 | $65,041+30.6% | $90,951-6.6% | $79,858+6.4% |
| Participation rate | 84.1% | 61.6%+22.5pp | 69.0%+15.1pp | 69.6%+14.5pp |
| Annual return | 16.49% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $355 | $1,247-71.6% | $2,122-83.3% | $2,471-85.6% |
| Participant deferral / active EE | $3,459 | $2,512+37.7% | $3,373+2.6% | $3,740-7.5% |
| Admin fee / account holder | $802 | $4,536-82.3% | $5,959-86.5% | $5,306-84.9% |