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 | $73,058 | $78,422-6.8% | $95,952-23.9% | $79,858-8.5% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.3pp |
| Annual return | 13.32% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,256 | $1,945+16.0% | $2,541-11.2% | $2,471-8.7% |
| Participant deferral / active EE | $3,552 | $3,440+3.3% | $4,167-14.8% | $3,740-5.0% |
| Admin fee / account holder | $3,137 | $5,622-44.2% | $6,795-53.8% | $5,306-40.9% |