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 | $29,379 | $77,899-62.3% | $149,673-80.4% | $75,163-60.9% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 17.13% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,447 | $3,137-53.9% | $4,818-70.0% | $2,670-45.8% |
| Participant deferral / active EE | $2,481 | $3,411-27.3% | $5,680-56.3% | $4,125-39.9% |
| Admin fee / account holder | $1,685 | $5,956-71.7% | $13,210-87.2% | $5,651-70.2% |