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 | $31,504 | $80,724-61.0% | $103,333-69.5% | $74,495-57.7% |
| Participation rate | 88.0% | 65.7%+22.3pp | 74.5%+13.5pp | 67.2%+20.8pp |
| Annual return | 12.01% | 27.56%-15.5pp | 24.88%-12.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,551 | $3,157-19.2% | $3,868-34.0% | $2,623-2.7% |
| Participant deferral / active EE | $4,100 | $3,860+6.2% | $5,057-18.9% | $4,346-5.7% |
| Admin fee / account holder | $7,253 | $2,368+206.3% | $8,355-13.2% | $1,942+273.5% |