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 | $115,193 | $47,848+140.7% | $81,478+41.4% | $70,131+64.3% |
| Participation rate | 84.6% | 58.3%+26.3pp | 68.0%+16.7pp | 69.5%+15.1pp |
| Annual return | 13.61% | 27.25%-13.6pp | 38.78%-25.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $613 | $1,527-59.8% | $2,568-76.1% | $2,342-73.8% |
| Participant deferral / active EE | $2,330 | $2,453-5.0% | $3,537-34.1% | $3,332-30.1% |
| Admin fee / account holder | $358 | $3,145-88.6% | $4,561-92.2% | $4,645-92.3% |