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 | $55,219 | $68,719-19.6% | $91,541-39.7% | $84,808-34.9% |
| Participation rate | 96.6% | 64.5%+32.0pp | 69.8%+26.8pp | 68.3%+28.2pp |
| Annual return | 19.54% | 19.12%+0.4pp | 20.50%-1.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,745 | $1,920+95.0% | $2,505+49.5% | $2,631+42.3% |
| Participant deferral / active EE | $6,542 | $3,136+108.6% | $4,008+63.2% | $4,212+55.3% |
| Admin fee / account holder | $2,146 | $5,786-62.9% | $6,956-69.1% | $7,344-70.8% |