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 | $57,328 | $88,672-35.3% | $105,223-45.5% | $82,448-30.5% |
| Participation rate | 96.3% | 67.9%+28.4pp | 75.0%+21.3pp | 68.1%+28.2pp |
| Annual return | 18.38% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,355 | $3,048+10.1% | $3,689-9.0% | $2,551+31.5% |
| Participant deferral / active EE | $8,385 | $4,036+107.8% | $5,072+65.3% | $4,139+102.6% |
| Admin fee / account holder | $6,499 | $7,146-9.1% | $8,859-26.6% | $7,234-10.2% |