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 | $36,188 | $118,450-69.4% | $98,439-63.2% | $139,434-74.0% |
| Participation rate | 91.7% | 77.4%+14.2pp | 75.2%+16.5pp | 80.3%+11.3pp |
| Annual return | 17.68% | 18.94%-1.3pp | 21.16%-3.5pp | 372.94%-355.3pp |
| Employer contribution / active EE | $9,075 | $3,609+151.4% | $3,048+197.7% | $4,751+91.0% |
| Participant deferral / active EE | $4,874 | $5,392-9.6% | $4,738+2.9% | $6,710-27.4% |
| Admin fee / account holder | $2,585 | $14,026-81.6% | $8,948-71.1% | $11,403-77.3% |