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 | $39,582 | $111,814-64.6% | $103,374-61.7% | $145,959-72.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.39% | 24.77%-7.4pp | 24.89%-7.5pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,821 | $4,214-33.1% | $3,869-27.1% | $4,661-39.5% |
| Participant deferral / active EE | $6,887 | $5,618+22.6% | $5,058+36.2% | $6,689+3.0% |
| Admin fee / account holder | $3,674 | $9,754-62.3% | $8,394-56.2% | $13,398-72.6% |