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 5-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 | $29,833 | $109,881-72.8% | $150,045-80.1% | $84,808-64.8% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 18.70% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,334 | $3,561-34.5% | $4,693-50.3% | $2,631-11.3% |
| Participant deferral / active EE | $4,303 | $6,636-35.1% | $7,997-46.2% | $4,212+2.2% |
| Admin fee / account holder | $1,866 | $8,568-78.2% | $13,435-86.1% | $7,344-74.6% |