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 | $65,567 | $95,803-31.6% | $113,168-42.1% | $84,808-22.7% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 22.26% | 25.00%-2.7pp | 24.27%-2.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,992 | $2,360-15.6% | $2,975-33.1% | $2,631-24.3% |
| Participant deferral / active EE | $14,843 | $4,242+249.9% | $5,107+190.6% | $4,212+252.4% |
| Admin fee / account holder | $5,226 | $8,989-41.9% | $12,068-56.7% | $7,344-28.8% |