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 8-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 | $50,320 | $59,097-14.9% | $82,389-38.9% | $74,304-32.3% |
| Participation rate | 87.4% | 52.8%+34.7pp | 69.5%+17.9pp | 60.3%+27.1pp |
| Annual return | 27.22% | 22.85%+4.4pp | 28.67%-1.4pp | 29.43%-2.2pp |
| Employer contribution / active EE | $2,895 | $1,601+80.8% | $2,517+15.0% | $2,241+29.2% |
| Participant deferral / active EE | $6,321 | $2,775+127.7% | $4,155+52.1% | $3,767+67.8% |
| Admin fee / account holder | $4,056 | $4,489-9.6% | $7,231-43.9% | $2,969+36.6% |