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 | $43,686 | $76,407-42.8% | $150,298-70.9% | $82,448-47.0% |
| Participation rate | 86.0% | 66.4%+19.6pp | 77.8%+8.3pp | 68.1%+18.0pp |
| Annual return | 14.74% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,459 | $2,614+32.3% | $4,154-16.7% | $2,551+35.6% |
| Participant deferral / active EE | $1,407 | $3,214-56.2% | $5,453-74.2% | $4,139-66.0% |
| Admin fee / account holder | $1,114 | $6,352-82.5% | $14,116-92.1% | $7,234-84.6% |