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 | $30,233 | $80,717-62.5% | $154,803-80.5% | $84,808-64.4% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 14.46% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,667 | $2,761+141.4% | $4,305+54.8% | $2,631+153.4% |
| Participant deferral / active EE | $1,066 | $3,303-67.7% | $5,540-80.8% | $4,212-74.7% |
| Admin fee / account holder | $745 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |