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 | $48,524 | $58,234-16.7% | $81,783-40.7% | $80,874-40.0% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.4%+2.6pp | 67.6%+7.4pp |
| Annual return | 13.65% | 41.70%-28.1pp | 775.05%-761.4pp | 35.62%-22.0pp |
| Employer contribution / active EE | $1,370 | $2,341-41.5% | $2,913-53.0% | $2,756-50.3% |
| Participant deferral / active EE | $2,322 | $3,283-29.3% | $4,320-46.2% | $4,297-46.0% |
| Admin fee / account holder | $508 | $4,982-89.8% | $7,380-93.1% | $6,935-92.7% |