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 | $57,094 | $89,753-36.4% | $107,525-46.9% | $84,808-32.7% |
| Participation rate | 81.4% | 68.1%+13.3pp | 75.1%+6.3pp | 68.3%+13.1pp |
| Annual return | 15.82% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,102 | $3,113-0.4% | $3,754-17.4% | $2,631+17.9% |
| Participant deferral / active EE | $4,887 | $4,056+20.5% | $5,116-4.5% | $4,212+16.0% |
| Admin fee / account holder | $926 | $7,222-87.2% | $8,919-89.6% | $7,344-87.4% |