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 4-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 | $62,970 | $95,803-34.3% | $113,168-44.4% | $84,808-25.7% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 17.83% | 25.00%-7.2pp | 24.27%-6.4pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,161 | $2,360-50.8% | $2,975-61.0% | $2,631-55.9% |
| Participant deferral / active EE | $6,191 | $4,242+45.9% | $5,107+21.2% | $4,212+47.0% |
| Admin fee / account holder | $969 | $8,989-89.2% | $12,068-92.0% | $7,344-86.8% |