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 | $51,771 | $94,031-44.9% | $115,768-55.3% | $82,448-37.2% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.4%+13.1pp | 68.1%+19.4pp |
| Annual return | 22.50% | 20.61%+1.9pp | 100.46%-78.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,534 | $2,323+9.0% | $2,940-13.8% | $2,551-0.7% |
| Participant deferral / active EE | $5,277 | $3,972+32.9% | $4,917+7.3% | $4,139+27.5% |
| Admin fee / account holder | $2,857 | $10,249-72.1% | $12,439-77.0% | $7,234-60.5% |