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 | $35,380 | $77,899-54.6% | $149,673-76.4% | $75,163-52.9% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 19.70% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $5,364 | $3,137+71.0% | $4,818+11.3% | $2,670+100.9% |
| Participant deferral / active EE | $4,227 | $3,411+23.9% | $5,680-25.6% | $4,125+2.5% |
| Admin fee / account holder | $1,255 | $5,956-78.9% | $13,210-90.5% | $5,651-77.8% |