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 | $36,807 | $109,881-66.5% | $150,045-75.5% | $84,808-56.6% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 22.59% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,456 | $3,561-31.0% | $4,693-47.7% | $2,631-6.6% |
| Participant deferral / active EE | $9,826 | $6,636+48.1% | $7,997+22.9% | $4,212+133.3% |
| Admin fee / account holder | $1,705 | $8,568-80.1% | $13,435-87.3% | $7,344-76.8% |