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 | $62,729 | $73,933-15.2% | $96,683-35.1% | $75,163-16.5% |
| Participation rate | 85.7% | 66.4%+19.3pp | 74.3%+11.4pp | 67.2%+18.5pp |
| Annual return | 14.31% | 26.70%-12.4pp | 35.69%-21.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,725 | $2,928-41.1% | $3,737-53.8% | $2,670-35.4% |
| Participant deferral / active EE | $4,720 | $3,659+29.0% | $4,878-3.3% | $4,125+14.4% |
| Admin fee / account holder | $1,512 | $5,216-71.0% | $6,730-77.5% | $5,651-73.2% |