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 8-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 | $28,351 | $77,899-63.6% | $149,673-81.1% | $75,163-62.3% |
| Participation rate | 83.8% | 65.6%+18.2pp | 78.8%+5.0pp | 67.2%+16.6pp |
| Annual return | 19.35% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,349 | $3,137-57.0% | $4,818-72.0% | $2,670-49.5% |
| Participant deferral / active EE | $3,480 | $3,411+2.0% | $5,680-38.7% | $4,125-15.6% |
| Admin fee / account holder | $2,333 | $5,956-60.8% | $13,210-82.3% | $5,651-58.7% |