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 | $31,064 | $97,125-68.0% | $86,233-64.0% | $137,256-77.4% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 15.14% | 74.19%-59.0pp | 61.39%-46.3pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,392 | $2,841-15.8% | $2,504-4.5% | $4,156-42.4% |
| Participant deferral / active EE | $6,568 | $5,180+26.8% | $4,559+44.1% | $6,407+2.5% |
| Admin fee / account holder | $16,497 | $9,725+69.6% | $8,342+97.8% | $12,270+34.5% |