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 | $51,864 | $60,022-13.6% | $88,946-41.7% | $84,808-38.8% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 15.09% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,436 | $1,703+43.0% | $2,555-4.7% | $2,631-7.4% |
| Participant deferral / active EE | $5,495 | $3,114+76.5% | $4,581+19.9% | $4,212+30.5% |
| Admin fee / account holder | $12,278 | $4,811+155.2% | $8,261+48.6% | $7,344+67.2% |