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 | $51,638-4.0% | $68,368-27.5% | $82,448-39.9% |
| Participation rate | 83.5% | 63.6%+19.9pp | 73.8%+9.8pp | 68.1%+15.5pp |
| Annual return | 17.76% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,251 | $2,047+10.0% | $2,649-15.0% | $2,551-11.8% |
| Participant deferral / active EE | $5,261 | $2,914+80.6% | $4,123+27.6% | $4,139+27.1% |
| Admin fee / account holder | $868 | $4,643-81.3% | $5,150-83.1% | $7,234-88.0% |