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 | $89,753-36.1% | $107,525-46.7% | $84,808-32.4% |
| Participation rate | 96.3% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+28.0pp |
| Annual return | 18.38% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,355 | $3,113+7.8% | $3,754-10.6% | $2,631+27.5% |
| Participant deferral / active EE | $8,385 | $4,056+106.7% | $5,116+63.9% | $4,212+99.1% |
| Admin fee / account holder | $6,499 | $7,222-10.0% | $8,919-27.1% | $7,344-11.5% |