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 | $66,491 | $72,492-8.3% | $87,100-23.7% | $72,985-8.9% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 21.79% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,967 | $1,894+56.7% | $2,521+17.7% | $2,440+21.6% |
| Participant deferral / active EE | $5,967 | $3,270+82.5% | $4,049+47.4% | $3,607+65.4% |
| Admin fee / account holder | $5,663 | $5,055+12.0% | $7,497-24.5% | $5,124+10.5% |