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 | $46,514 | $95,266-51.2% | $82,389-43.5% | $142,382-67.3% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.5%+14.7pp | 80.1%+4.1pp |
| Annual return | 14.59% | 25.74%-11.1pp | 28.67%-14.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,613 | $2,991-46.1% | $2,517-35.9% | $4,299-62.5% |
| Participant deferral / active EE | $6,818 | $4,809+41.8% | $4,155+64.1% | $6,507+4.8% |
| Admin fee / account holder | $2,673 | $8,563-68.8% | $7,231-63.0% | $12,624-78.8% |