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 9-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 | $27,486 | $77,899-64.7% | $149,673-81.6% | $75,163-63.4% |
| Participation rate | 78.0% | 65.6%+12.4pp | 78.8%-0.8pp | 67.2%+10.8pp |
| Annual return | 18.45% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $4,236 | $3,137+35.0% | $4,818-12.1% | $2,670+58.7% |
| Participant deferral / active EE | $2,185 | $3,411-36.0% | $5,680-61.5% | $4,125-47.0% |
| Admin fee / account holder | $352 | $5,956-94.1% | $13,210-97.3% | $5,651-93.8% |