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 | $30,957 | $89,753-65.5% | $107,525-71.2% | $84,808-63.5% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 19.69% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,992 | $3,113-36.0% | $3,754-46.9% | $2,631-24.3% |
| Participant deferral / active EE | $2,840 | $4,056-30.0% | $5,116-44.5% | $4,212-32.6% |
| Admin fee / account holder | $4,056 | $7,222-43.8% | $8,919-54.5% | $7,344-44.8% |