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 | $65,600 | $124,425-47.3% | $112,040-41.4% | $137,256-52.2% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,554 | $3,411-54.5% | $2,954-47.4% | $4,156-62.6% |
| Participant deferral / active EE | $8,588 | $5,718+50.2% | $5,098+68.5% | $6,407+34.1% |
| Admin fee / account holder | $1,478 | $15,207-90.3% | $12,098-87.8% | $12,270-88.0% |