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 | $57,907 | $72,177-19.8% | $115,037-49.7% | $59,632-2.9% |
| Participation rate | 90.5% | 72.6%+17.9pp | 81.4%+9.1pp | 68.7%+21.8pp |
| Annual return | 0.33% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $816 | $2,841-71.3% | $4,608-82.3% | $2,203-63.0% |
| Participant deferral / active EE | $7,510 | $4,783+57.0% | $6,026+24.6% | $3,192+135.3% |
| Admin fee / account holder | $1,870 | $4,927-62.1% | $8,175-77.1% | $4,297-56.5% |