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 | $23,643 | $25,014-5.5% | $69,647-66.1% | $80,856-70.8% |
| Participation rate | 85.2% | 64.2%+20.9pp | 66.5%+18.7pp | 67.6%+17.5pp |
| Annual return | 31.69% | 19.07%+12.6pp | 100.48%-68.8pp | 35.59%-3.9pp |
| Employer contribution / active EE | $1,564 | $993+57.5% | $1,712-8.7% | $2,755-43.2% |
| Participant deferral / active EE | $4,868 | $1,839+164.7% | $2,886+68.7% | $4,296+13.3% |
| Admin fee / account holder | $1,918 | $2,488-22.9% | $4,713-59.3% | $6,918-72.3% |