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 3-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 | $34,440 | $81,233-57.6% | $155,567-77.9% | $80,874-57.4% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 24.79% | 33.33%-8.5pp | 64.74%-39.9pp | 35.62%-10.8pp |
| Employer contribution / active EE | $6,711 | $3,101+116.4% | $4,674+43.6% | $2,756+143.5% |
| Participant deferral / active EE | $5,507 | $3,452+59.5% | $5,628-2.1% | $4,297+28.2% |
| Admin fee / account holder | $307 | $7,998-96.2% | $15,916-98.1% | $6,935-95.6% |