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 | $32,130 | $104,974-69.4% | $95,585-66.4% | $142,382-77.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 16.11% | 210.33%-194.2pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,575 | $2,779-43.3% | $2,527-37.6% | $4,299-63.4% |
| Participant deferral / active EE | $1,836 | $4,352-57.8% | $4,023-54.4% | $6,507-71.8% |
| Admin fee / account holder | $465 | $6,386-92.7% | $6,127-92.4% | $12,624-96.3% |