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 | $28,674 | $66,310-56.8% | $93,606-69.4% | $65,185-56.0% |
| Participation rate | 91.5% | 74.0%+17.5pp | 75.8%+15.7pp | 70.2%+21.3pp |
| Annual return | 21.91% | 42.58%-20.7pp | 32.76%-10.8pp | 29.38%-7.5pp |
| Employer contribution / active EE | $2,562 | $2,012+27.3% | $2,718-5.7% | $2,177+17.7% |
| Participant deferral / active EE | $1,798 | $3,342-46.2% | $4,069-55.8% | $3,514-48.8% |
| Admin fee / account holder | $1,606 | $6,897-76.7% | $7,888-79.6% | $847+89.6% |