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 | $38,918 | $93,571-58.4% | $135,903-71.4% | $75,163-48.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 30.47% | 30.90%-0.4pp | 68.23%-37.8pp | 160.62%-130.1pp |
| Employer contribution / active EE | $3,140 | $3,537-11.2% | $4,856-35.3% | $2,670+17.6% |
| Participant deferral / active EE | $6,156 | $6,404-3.9% | $7,758-20.6% | $4,125+49.2% |
| Admin fee / account holder | $1,143 | $6,975-83.6% | $10,762-89.4% | $5,651-79.8% |