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 | $28,589 | $87,013-67.1% | $106,213-73.1% | $80,856-64.6% |
| Participation rate | 88.0% | 70.4%+17.6pp | 75.3%+12.7pp | 67.6%+20.4pp |
| Annual return | 11.03% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,230 | $2,395-48.7% | $3,171-61.2% | $2,755-55.4% |
| Participant deferral / active EE | $1,771 | $3,986-55.6% | $5,016-64.7% | $4,296-58.8% |
| Admin fee / account holder | $983 | $8,431-88.3% | $11,033-91.1% | $6,918-85.8% |