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 | $59,257 | $45,073+31.5% | $69,455-14.7% | $72,985-18.8% |
| Participation rate | 90.9% | 68.5%+22.4pp | 74.6%+16.3pp | 69.5%+21.4pp |
| Annual return | 15.90% | 22.65%-6.8pp | 28.97%-13.1pp | 81.00%-65.1pp |
| Employer contribution / active EE | $3,168 | $2,054+54.2% | $2,779+14.0% | $2,440+29.8% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $19,894 | $3,056+551.1% | $3,839+418.2% | $5,124+288.2% |