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 7-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 | $53,089 | $60,892-12.8% | $82,389-35.6% | $84,808-37.4% |
| Participation rate | 74.1% | 63.3%+10.8pp | 69.5%+4.5pp | 68.3%+5.8pp |
| Annual return | 18.59% | 37.29%-18.7pp | 28.67%-10.1pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,220 | $1,779+24.7% | $2,517-11.8% | $2,631-15.6% |
| Participant deferral / active EE | $4,565 | $3,179+43.6% | $4,155+9.9% | $4,212+8.4% |
| Admin fee / account holder | $1,572 | $5,467-71.2% | $7,231-78.3% | $7,344-78.6% |