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 | $64,682 | $46,553+38.9% | $64,056+1.0% | $75,163-13.9% |
| Participation rate | 97.0% | 65.9%+31.0pp | 72.3%+24.7pp | 67.2%+29.8pp |
| Annual return | 12.35% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,921 | $1,974-2.7% | $2,747-30.1% | $2,670-28.0% |
| Participant deferral / active EE | $7,659 | $2,837+170.0% | $3,880+97.4% | $4,125+85.7% |
| Admin fee / account holder | $15,438 | $2,952+423.0% | $3,068+403.2% | $5,651+173.2% |