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 8-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 | $50,890 | $96,484-47.3% | $156,263-67.4% | $74,304-31.5% |
| Participation rate | 87.1% | 67.7%+19.5pp | 78.9%+8.2pp | 60.3%+26.8pp |
| Annual return | 15.92% | 17.73%-1.8pp | 59.47%-43.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,277 | $2,528-49.5% | $4,333-70.5% | $2,241-43.0% |
| Participant deferral / active EE | $2,078 | $4,286-51.5% | $6,158-66.3% | $3,767-44.8% |
| Admin fee / account holder | $2,850 | $3,728-23.5% | $14,255-80.0% | $2,969-4.0% |