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 | $45,548 | $108,825-58.1% | $156,181-70.8% | $82,448-44.8% |
| Participation rate | 80.6% | 72.4%+8.3pp | 78.8%+1.8pp | 68.1%+12.6pp |
| Annual return | 15.53% | 20.59%-5.1pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,513 | $2,870-47.3% | $4,294-64.8% | $2,551-40.7% |
| Participant deferral / active EE | $2,872 | $4,577-37.3% | $6,132-53.2% | $4,139-30.6% |
| Admin fee / account holder | $12,582 | $9,341+34.7% | $14,586-13.7% | $7,234+73.9% |