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 6-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 | $46,686 | $60,022-22.2% | $88,946-47.5% | $84,808-45.0% |
| Participation rate | 84.8% | 57.8%+26.9pp | 68.8%+15.9pp | 68.3%+16.5pp |
| Annual return | 17.43% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,922 | $1,703+130.4% | $2,555+53.5% | $2,631+49.1% |
| Participant deferral / active EE | $7,030 | $3,114+125.8% | $4,581+53.5% | $4,212+66.9% |
| Admin fee / account holder | $8,530 | $4,811+77.3% | $8,261+3.3% | $7,344+16.2% |