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 8-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 | $41,875 | $49,915-16.1% | $154,803-72.9% | $74,304-43.6% |
| Participation rate | 97.2% | 54.0%+43.3pp | 78.1%+19.2pp | 60.3%+36.9pp |
| Annual return | 25.14% | 34.06%-8.9pp | 58.88%-33.7pp | 29.43%-4.3pp |
| Employer contribution / active EE | $3,312 | $1,611+105.6% | $4,305-23.1% | $2,241+47.8% |
| Participant deferral / active EE | $6,167 | $2,255+173.5% | $5,540+11.3% | $3,767+63.7% |
| Admin fee / account holder | $3,422 | $2,189+56.3% | $14,329-76.1% | $2,969+15.3% |