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 | $51,797 | $65,041-20.4% | $90,951-43.1% | $79,858-35.1% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 16.81% | 30.45%-13.6pp | 134.60%-117.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,147 | $1,247-8.1% | $2,122-46.0% | $2,471-53.6% |
| Participant deferral / active EE | $4,568 | $2,512+81.9% | $3,373+35.4% | $3,740+22.1% |
| Admin fee / account holder | $681 | $4,536-85.0% | $5,959-88.6% | $5,306-87.2% |