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 | $31,272 | $106,749-70.7% | $145,433-78.5% | $82,448-62.1% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 18.56% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,093 | $3,444-39.2% | $4,554-54.1% | $2,551-18.0% |
| Participant deferral / active EE | $3,946 | $6,519-39.5% | $7,897-50.0% | $4,139-4.7% |
| Admin fee / account holder | $594 | $8,390-92.9% | $13,129-95.5% | $7,234-91.8% |