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 7-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 | $70,053 | $89,355-21.6% | $141,162-50.4% | $72,985-4.0% |
| Participation rate | 86.4% | 75.1%+11.3pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 40.20% | 111.85%-71.6pp | 71.39%-31.2pp | 81.00%-40.8pp |
| Employer contribution / active EE | $2,586 | $3,114-17.0% | $4,735-45.4% | $2,440+6.0% |
| Participant deferral / active EE | $7,403 | $5,418+36.6% | $6,709+10.3% | $3,607+105.2% |
| Admin fee / account holder | $10,543 | $5,958+77.0% | $10,261+2.8% | $5,124+105.8% |