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 | $58,248 | $48,046+21.2% | $84,611-31.2% | $72,985-20.2% |
| Participation rate | 93.8% | 57.6%+36.2pp | 68.2%+25.5pp | 69.5%+24.3pp |
| Annual return | 19.29% | 37.38%-18.1pp | 258.74%-239.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $313 | $1,602-80.5% | $2,652-88.2% | $2,440-87.2% |
| Participant deferral / active EE | $1,927 | $2,680-28.1% | $3,899-50.6% | $3,607-46.6% |
| Admin fee / account holder | $3,362 | $3,395-0.9% | $4,912-31.6% | $5,124-34.4% |