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 7-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 | $32,841 | $77,899-57.8% | $149,673-78.1% | $75,163-56.3% |
| Participation rate | 90.3% | 65.6%+24.7pp | 78.8%+11.6pp | 67.2%+23.1pp |
| Annual return | 24.20% | 31.72%-7.5pp | 134.42%-110.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $1,791 | $3,137-42.9% | $4,818-62.8% | $2,670-32.9% |
| Participant deferral / active EE | $4,103 | $3,411+20.3% | $5,680-27.8% | $4,125-0.5% |
| Admin fee / account holder | $641 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |