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 | $45,477 | $71,050-36.0% | $93,606-51.4% | $80,856-43.8% |
| Participation rate | 73.0% | 60.4%+12.6pp | 68.7%+4.3pp | 67.6%+5.3pp |
| Annual return | 13.96% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,231 | $1,564+42.7% | $2,420-7.8% | $2,755-19.0% |
| Participant deferral / active EE | $6,017 | $4,034+49.2% | $4,411+36.4% | $4,296+40.1% |
| Admin fee / account holder | $3,363 | $6,945-51.6% | $8,285-59.4% | $6,918-51.4% |