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 9-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 | $100,633 | $72,177+39.4% | $115,037-12.5% | $59,632+68.8% |
| Participation rate | 84.3% | 72.6%+11.8pp | 81.4%+2.9pp | 68.7%+15.6pp |
| Annual return | -0.18% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,360 | $2,841-52.2% | $4,608-70.5% | $2,203-38.3% |
| Participant deferral / active EE | $2,347 | $4,783-50.9% | $6,026-61.1% | $3,192-26.5% |
| Admin fee / account holder | $7,040 | $4,927+42.9% | $8,175-13.9% | $4,297+63.8% |