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 4-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 | $81,562 | $109,881-25.8% | $150,045-45.6% | $84,808-3.8% |
| Participation rate | 94.1% | 76.1%+18.0pp | 82.3%+11.8pp | 68.3%+25.8pp |
| Annual return | 26.80% | 28.25%-1.4pp | 62.55%-35.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $2,042 | $3,561-42.7% | $4,693-56.5% | $2,631-22.4% |
| Participant deferral / active EE | $6,495 | $6,636-2.1% | $7,997-18.8% | $4,212+54.2% |
| Admin fee / account holder | $15,955 | $8,568+86.2% | $13,435+18.8% | $7,344+117.3% |