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 8-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 | $50,518 | $71,050-28.9% | $93,606-46.0% | $80,856-37.5% |
| Participation rate | 75.8% | 60.4%+15.4pp | 68.7%+7.0pp | 67.6%+8.1pp |
| Annual return | 13.27% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,382 | $1,564-11.6% | $2,420-42.9% | $2,755-49.8% |
| Participant deferral / active EE | $3,847 | $4,034-4.6% | $4,411-12.8% | $4,296-10.5% |
| Admin fee / account holder | $9,092 | $6,945+30.9% | $8,285+9.7% | $6,918+31.4% |