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 | $36,114 | $93,571-61.4% | $135,903-73.4% | $75,163-52.0% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 28.34% | 30.90%-2.6pp | 68.23%-39.9pp | 160.62%-132.3pp |
| Employer contribution / active EE | $5,657 | $3,537+60.0% | $4,856+16.5% | $2,670+111.9% |
| Participant deferral / active EE | $9,307 | $6,404+45.3% | $7,758+20.0% | $4,125+125.6% |
| Admin fee / account holder | $3,260 | $6,975-53.3% | $10,762-69.7% | $5,651-42.3% |