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 | $52,029 | $74,888-30.5% | $71,209-26.9% | $142,382-63.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 15.69% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,989 | $2,854-30.3% | $2,721-26.9% | $4,299-53.7% |
| Participant deferral / active EE | $5,878 | $4,454+32.0% | $4,175+40.8% | $6,507-9.7% |
| Admin fee / account holder | $4,224 | $5,568-24.1% | $5,349-21.0% | $12,624-66.5% |