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 7-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 | $28,121 | $81,248-65.4% | $155,509-81.9% | $80,856-65.2% |
| Participation rate | 98.7% | 66.2%+32.5pp | 78.2%+20.5pp | 67.6%+31.1pp |
| Annual return | 21.23% | 33.31%-12.1pp | 64.67%-43.4pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,778 | $3,100-10.4% | $4,672-40.5% | $2,755+0.9% |
| Participant deferral / active EE | $5,759 | $3,452+66.8% | $5,626+2.4% | $4,296+34.1% |
| Admin fee / account holder | $2,646 | $7,997-66.9% | $15,912-83.4% | $6,918-61.7% |