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 | $41,270 | $78,422-47.4% | $95,952-57.0% | $79,858-48.3% |
| Participation rate | 81.5% | 73.5%+8.0pp | 77.1%+4.4pp | 69.6%+11.8pp |
| Annual return | 13.29% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,265 | $1,945-34.9% | $2,541-50.2% | $2,471-48.8% |
| Participant deferral / active EE | $2,710 | $3,440-21.2% | $4,167-35.0% | $3,740-27.5% |
| Admin fee / account holder | $7,437 | $5,622+32.3% | $6,795+9.4% | $5,306+40.1% |