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 3-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 | $56,358 | $81,248-30.6% | $155,509-63.8% | $80,856-30.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.6%+19.9pp |
| Annual return | 51.81% | 33.31%+18.5pp | 64.67%-12.9pp | 35.59%+16.2pp |
| Employer contribution / active EE | $2,909 | $3,100-6.2% | $4,672-37.7% | $2,755+5.6% |
| Participant deferral / active EE | $6,903 | $3,452+100.0% | $5,626+22.7% | $4,296+60.7% |
| Admin fee / account holder | $392 | $7,997-95.1% | $15,912-97.5% | $6,918-94.3% |