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 | $73,068 | $77,899-6.2% | $149,673-51.2% | $75,163-2.8% |
| Participation rate | 98.2% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 15.43% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,942 | $3,137+25.6% | $4,818-18.2% | $2,670+47.6% |
| Participant deferral / active EE | $6,218 | $3,411+82.3% | $5,680+9.5% | $4,125+50.7% |
| Admin fee / account holder | $2,207 | $5,956-62.9% | $13,210-83.3% | $5,651-60.9% |