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 7-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 | $58,285 | $54,705+6.5% | $71,209-18.1% | $84,808-31.3% |
| Participation rate | 75.6% | 64.1%+11.5pp | 73.8%+1.9pp | 68.3%+7.3pp |
| Annual return | 18.06% | 35.90%-17.8pp | 282.51%-264.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,503 | $2,158-30.4% | $2,721-44.8% | $2,631-42.9% |
| Participant deferral / active EE | $2,475 | $3,030-18.3% | $4,175-40.7% | $4,212-41.2% |
| Admin fee / account holder | $5,072 | $4,863+4.3% | $5,349-5.2% | $7,344-30.9% |