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 9-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 | $53,848 | $49,227+9.4% | $70,449-23.6% | $79,858-32.6% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.4pp |
| Annual return | 12.46% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,582 | $2,099-24.6% | $2,737-42.2% | $2,471-36.0% |
| Participant deferral / active EE | $1,497 | $2,768-45.9% | $3,709-59.6% | $3,740-60.0% |
| Admin fee / account holder | $6,398 | $2,878+122.3% | $3,845+66.4% | $5,306+20.6% |