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 | $49,623 | $89,753-44.7% | $107,525-53.9% | $84,808-41.5% |
| Participation rate | 84.1% | 68.1%+16.0pp | 75.1%+9.0pp | 68.3%+15.8pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,437 | $3,113-21.7% | $3,754-35.1% | $2,631-7.4% |
| Participant deferral / active EE | $5,609 | $4,056+38.3% | $5,116+9.6% | $4,212+33.2% |
| Admin fee / account holder | $814 | $7,222-88.7% | $8,919-90.9% | $7,344-88.9% |