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 | $51,972 | $52,279-0.6% | $89,391-41.9% | $79,858-34.9% |
| Participation rate | 71.7% | 57.5%+14.2pp | 68.0%+3.8pp | 69.6%+2.1pp |
| Annual return | 13.99% | 22.16%-8.2pp | 245.62%-231.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $962 | $1,572-38.8% | $2,586-62.8% | $2,471-61.1% |
| Participant deferral / active EE | $2,010 | $2,740-26.6% | $3,890-48.3% | $3,740-46.3% |
| Admin fee / account holder | $3,532 | $3,356+5.2% | $4,881-27.7% | $5,306-33.4% |