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 | $37,623 | $81,248-53.7% | $155,509-75.8% | $80,856-53.5% |
| Participation rate | 79.6% | 66.2%+13.4pp | 78.2%+1.4pp | 67.6%+12.0pp |
| Annual return | 15.94% | 33.31%-17.4pp | 64.67%-48.7pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,597 | $3,100-48.5% | $4,672-65.8% | $2,755-42.0% |
| Participant deferral / active EE | $2,737 | $3,452-20.7% | $5,626-51.4% | $4,296-36.3% |
| Admin fee / account holder | $985 | $7,997-87.7% | $15,912-93.8% | $6,918-85.8% |