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 | $28,343 | $81,460-65.2% | $103,333-72.6% | $80,856-64.9% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 12.93% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,284 | $3,105+38.0% | $3,868+10.8% | $2,755+55.5% |
| Participant deferral / active EE | $4,582 | $3,869+18.4% | $5,057-9.4% | $4,296+6.7% |
| Admin fee / account holder | $472 | $6,566-92.8% | $8,355-94.3% | $6,918-93.2% |