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 | $37,729 | $81,460-53.7% | $103,333-63.5% | $80,856-53.3% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 13.91% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,271 | $3,105-26.9% | $3,868-41.3% | $2,755-17.6% |
| Participant deferral / active EE | $6,351 | $3,869+64.2% | $5,057+25.6% | $4,296+47.9% |
| Admin fee / account holder | $1,549 | $6,566-76.4% | $8,355-81.5% | $6,918-77.6% |