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 | $28,401 | $81,446-65.1% | $103,374-72.5% | $80,874-64.9% |
| Participation rate | 88.8% | 66.9%+21.9pp | 74.5%+14.3pp | 67.6%+21.1pp |
| Annual return | 48.44% | 25.57%+22.9pp | 24.89%+23.6pp | 35.62%+12.8pp |
| Employer contribution / active EE | $1,829 | $3,107-41.1% | $3,869-52.7% | $2,756-33.6% |
| Participant deferral / active EE | $2,290 | $3,870-40.8% | $5,058-54.7% | $4,297-46.7% |
| Admin fee / account holder | $818 | $6,715-87.8% | $8,394-90.3% | $6,935-88.2% |