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 | $29,330 | $127,065-76.9% | $113,168-74.1% | $142,382-79.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 13.50% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,257 | $3,442-34.4% | $2,975-24.2% | $4,299-47.5% |
| Participant deferral / active EE | $7,315 | $5,716+28.0% | $5,107+43.2% | $6,507+12.4% |
| Admin fee / account holder | $12,321 | $15,736-21.7% | $12,068+2.1% | $12,624-2.4% |