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 | $58,152 | $60,892-4.5% | $82,389-29.4% | $84,808-31.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.43% | 37.29%-21.9pp | 28.67%-13.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,512 | $1,779+153.6% | $2,517+79.3% | $2,631+71.5% |
| Participant deferral / active EE | $3,077 | $3,179-3.2% | $4,155-25.9% | $4,212-26.9% |
| Admin fee / account holder | $8,265 | $5,467+51.2% | $7,231+14.3% | $7,344+12.5% |