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 | $49,557 | $54,705-9.4% | $71,209-30.4% | $84,808-41.6% |
| Participation rate | 83.5% | 64.1%+19.5pp | 73.8%+9.8pp | 68.3%+15.2pp |
| Annual return | 17.76% | 35.90%-18.1pp | 282.51%-264.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,251 | $2,158+4.3% | $2,721-17.3% | $2,631-14.5% |
| Participant deferral / active EE | $5,261 | $3,030+73.6% | $4,175+26.0% | $4,212+24.9% |
| Admin fee / account holder | $868 | $4,863-82.1% | $5,349-83.8% | $7,344-88.2% |