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 8-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 | $48,405 | $60,892-20.5% | $82,389-41.2% | $84,808-42.9% |
| Participation rate | 79.3% | 63.3%+16.0pp | 69.5%+9.8pp | 68.3%+11.0pp |
| Annual return | 17.42% | 37.29%-19.9pp | 28.67%-11.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,893 | $1,779+62.6% | $2,517+14.9% | $2,631+10.0% |
| Participant deferral / active EE | $5,247 | $3,179+65.1% | $4,155+26.3% | $4,212+24.6% |
| Admin fee / account holder | $1,356 | $5,467-75.2% | $7,231-81.2% | $7,344-81.5% |