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 | $41,841 | $106,749-60.8% | $145,433-71.2% | $82,448-49.3% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 28.80% | 27.59%+1.2pp | 66.58%-37.8pp | 41.64%-12.8pp |
| Employer contribution / active EE | $5,265 | $3,444+52.9% | $4,554+15.6% | $2,551+106.4% |
| Participant deferral / active EE | $11,101 | $6,519+70.3% | $7,897+40.6% | $4,139+168.2% |
| Admin fee / account holder | $2,317 | $8,390-72.4% | $13,129-82.4% | $7,234-68.0% |