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 | $31,827 | $93,571-66.0% | $135,903-76.6% | $75,163-57.7% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 23.60% | 30.90%-7.3pp | 68.23%-44.6pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,406 | $3,537-32.0% | $4,856-50.5% | $2,670-9.9% |
| Participant deferral / active EE | $5,555 | $6,404-13.3% | $7,758-28.4% | $4,125+34.7% |
| Admin fee / account holder | $1,875 | $6,975-73.1% | $10,762-82.6% | $5,651-66.8% |