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 | $36,816 | $78,672-53.2% | $109,143-66.3% | $85,850-57.1% |
| Participation rate | 86.7% | 68.3%+18.4pp | 75.9%+10.8pp | 69.3%+17.4pp |
| Annual return | 12.59% | 25.09%-12.5pp | 25.75%-13.2pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,379 | $2,735-49.6% | $3,722-62.9% | $2,565-46.2% |
| Participant deferral / active EE | $3,447 | $3,467-0.6% | $4,653-25.9% | $3,952-12.8% |
| Admin fee / account holder | $709 | $5,469-87.0% | $6,752-89.5% | $6,260-88.7% |