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 8-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 | $60,115 | $72,177-16.7% | $115,037-47.7% | $59,632+0.8% |
| Participation rate | 77.6% | 72.6%+5.0pp | 81.4%-3.8pp | 68.7%+8.9pp |
| Annual return | 1.35% | 12.02%-10.7pp | 26.14%-24.8pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $4,488 | $2,841+58.0% | $4,608-2.6% | $2,203+103.8% |
| Participant deferral / active EE | $10,044 | $4,783+110.0% | $6,026+66.7% | $3,192+214.7% |
| Admin fee / account holder | $9,079 | $4,927+84.3% | $8,175+11.1% | $4,297+111.3% |