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 | $45,440 | $58,512-22.3% | $84,015-45.9% | $72,985-37.7% |
| Participation rate | 76.5% | 61.2%+15.2pp | 69.0%+7.5pp | 69.5%+7.0pp |
| Annual return | 20.77% | 28.93%-8.2pp | 71.31%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,243 | $1,163+92.9% | $1,983+13.1% | $2,440-8.1% |
| Participant deferral / active EE | $4,851 | $2,394+102.6% | $3,239+49.8% | $3,607+34.5% |
| Admin fee / account holder | $4,809 | $4,569+5.3% | $6,101-21.2% | $5,124-6.1% |