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 | $34,169 | $109,881-68.9% | $150,045-77.2% | $84,808-59.7% |
| Participation rate | 88.4% | 76.1%+12.3pp | 82.3%+6.0pp | 68.3%+20.1pp |
| Annual return | 17.35% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,148 | $3,561-39.7% | $4,693-54.2% | $2,631-18.4% |
| Participant deferral / active EE | $5,203 | $6,636-21.6% | $7,997-34.9% | $4,212+23.5% |
| Admin fee / account holder | $4,001 | $8,568-53.3% | $13,435-70.2% | $7,344-45.5% |