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 | $45,308 | $65,041-30.3% | $90,951-50.2% | $79,858-43.3% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 14.04% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,587 | $1,247+27.2% | $2,122-25.2% | $2,471-35.8% |
| Participant deferral / active EE | $4,477 | $2,512+78.2% | $3,373+32.7% | $3,740+19.7% |
| Admin fee / account holder | $6,722 | $4,536+48.2% | $5,959+12.8% | $5,306+26.7% |