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 | $65,598 | $117,983-44.4% | $101,794-35.6% | $142,382-53.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 15.39% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,506 | $2,773-9.6% | $2,289+9.5% | $4,299-41.7% |
| Participant deferral / active EE | $6,826 | $4,714+44.8% | $4,084+67.1% | $6,507+4.9% |
| Admin fee / account holder | $1,862 | $10,433-82.2% | $8,777-78.8% | $12,624-85.2% |