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 6-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 | $53,154 | $51,175+3.9% | $70,515-24.6% | $75,163-29.3% |
| Participation rate | 85.0% | 60.9%+24.1pp | 68.3%+16.7pp | 67.2%+17.8pp |
| Annual return | 14.92% | 30.02%-15.1pp | 32.77%-17.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $689 | $1,826-62.2% | $2,973-76.8% | $2,670-74.2% |
| Participant deferral / active EE | $3,355 | $2,849+17.8% | $4,567-26.5% | $4,125-18.7% |
| Admin fee / account holder | $1,929 | $4,091-52.8% | $6,412-69.9% | $5,651-65.9% |