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 | $70,301 | $60,892+15.5% | $82,389-14.7% | $84,808-17.1% |
| Participation rate | 85.9% | 63.3%+22.6pp | 69.5%+16.3pp | 68.3%+17.6pp |
| Annual return | 15.05% | 37.29%-22.2pp | 28.67%-13.6pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,587 | $1,779+214.0% | $2,517+121.9% | $2,631+112.3% |
| Participant deferral / active EE | $4,948 | $3,179+55.7% | $4,155+19.1% | $4,212+17.5% |
| Admin fee / account holder | $8,988 | $5,467+64.4% | $7,231+24.3% | $7,344+22.4% |