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 7-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 | $52,122 | $94,625-44.9% | $116,228-55.2% | $84,808-38.5% |
| Participation rate | 74.2% | 70.4%+3.7pp | 74.6%-0.4pp | 68.3%+5.9pp |
| Annual return | 13.39% | 20.40%-7.0pp | 90.06%-76.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,590 | $2,347+10.4% | $2,994-13.5% | $2,631-1.6% |
| Participant deferral / active EE | $4,328 | $3,972+9.0% | $4,953-12.6% | $4,212+2.8% |
| Admin fee / account holder | $3,249 | $10,091-67.8% | $11,989-72.9% | $7,344-55.8% |