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 | $67,617 | $72,404-6.6% | $110,238-38.7% | $64,186+5.3% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.2pp |
| Annual return | 12.15% | -6.29%+18.4pp | 314.74%-302.6pp | 7.63%+4.5pp |
| Employer contribution / active EE | $2,480 | $2,282+8.7% | $3,826-35.2% | $2,381+4.2% |
| Participant deferral / active EE | $5,570 | $3,469+60.6% | $4,672+19.2% | $3,470+60.5% |
| Admin fee / account holder | $23,830 | $5,664+320.7% | $8,547+178.8% | $4,888+387.5% |