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 | $55,895 | $176,572-68.3% | - | $137,256-59.3% |
| Participation rate | 93.8% | 75.1%+18.7pp | - | 80.0%+13.8pp |
| Annual return | 18.84% | 652.77%-633.9pp | - | 220.34%-201.5pp |
| Employer contribution / active EE | $2,161 | $5,055-57.3% | - | $4,156-48.0% |
| Participant deferral / active EE | $6,197 | $5,052+22.7% | - | $6,407-3.3% |
| Admin fee / account holder | $7,630 | $6,447+18.3% | - | $12,270-37.8% |