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 | $31,064 | $100,773-69.2% | $88,946-65.1% | $142,382-78.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 15.14% | 70.18%-55.0pp | 57.82%-42.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,392 | $2,918-18.0% | $2,555-6.4% | $4,299-44.4% |
| Participant deferral / active EE | $6,568 | $5,230+25.6% | $4,581+43.4% | $6,507+0.9% |
| Admin fee / account holder | $16,497 | $9,693+70.2% | $8,261+99.7% | $12,624+30.7% |