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 | $32,513 | $74,927-56.6% | $101,794-68.1% | $84,808-61.7% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.2%+28.4pp | 68.3%+29.2pp |
| Annual return | 17.99% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,480 | $1,522+63.0% | $2,289+8.4% | $2,631-5.7% |
| Participant deferral / active EE | $6,014 | $3,099+94.1% | $4,084+47.3% | $4,212+42.8% |
| Admin fee / account holder | $2,795 | $6,514-57.1% | $8,777-68.2% | $7,344-61.9% |