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 | $15,635 | $53,822-71.0% | $75,696-79.3% | $85,850-81.8% |
| Participation rate | 87.8% | 69.1%+18.7pp | 74.8%+12.9pp | 69.3%+18.5pp |
| Annual return | 31.41% | 24.54%+6.9pp | 104.53%-73.1pp | 318.53%-287.1pp |
| Employer contribution / active EE | $1,493 | $2,017-26.0% | $2,743-45.6% | $2,565-41.8% |
| Participant deferral / active EE | $4,987 | $2,895+72.2% | $3,821+30.5% | $3,952+26.2% |
| Admin fee / account holder | $751 | $3,343-77.5% | $3,619-79.2% | $6,260-88.0% |