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 6-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 | $81,856 | $91,190-10.2% | $178,490-54.1% | $79,858+2.5% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 19.73% | 24.19%-4.5pp | 151.07%-131.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $547 | $3,256-83.2% | $5,011-89.1% | $2,471-77.8% |
| Participant deferral / active EE | $895 | $3,236-72.3% | $5,202-82.8% | $3,740-76.1% |
| Admin fee / account holder | $1,875 | $6,751-72.2% | $13,984-86.6% | $5,306-64.7% |