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 | $70,716 | $80,717-12.4% | $154,803-54.3% | $84,808-16.6% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 16.69% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,285 | $2,761-17.2% | $4,305-46.9% | $2,631-13.1% |
| Participant deferral / active EE | $3,908 | $3,303+18.3% | $5,540-29.5% | $4,212-7.2% |
| Admin fee / account holder | $10,019 | $6,746+48.5% | $14,329-30.1% | $7,344+36.4% |