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 | $57,057 | $109,413-47.9% | $156,263-63.5% | $84,808-32.7% |
| Participation rate | 86.2% | 72.7%+13.5pp | 78.9%+7.3pp | 68.3%+17.9pp |
| Annual return | 18.12% | 20.18%-2.1pp | 59.47%-41.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,166 | $2,907-25.5% | $4,333-50.0% | $2,631-17.7% |
| Participant deferral / active EE | $3,282 | $4,590-28.5% | $6,158-46.7% | $4,212-22.1% |
| Admin fee / account holder | $1,817 | $9,357-80.6% | $14,255-87.3% | $7,344-75.3% |