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 | $33,881 | $101,724-66.7% | $164,813-79.4% | $80,856-58.1% |
| Participation rate | 94.4% | 71.8%+22.5pp | 78.6%+15.8pp | 67.6%+26.7pp |
| Annual return | 15.12% | 16.72%-1.6pp | 69.93%-54.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,363 | $2,953-53.8% | $4,341-68.6% | $2,755-50.5% |
| Participant deferral / active EE | $3,802 | $4,477-15.1% | $6,031-37.0% | $4,296-11.5% |
| Admin fee / account holder | $3,062 | $8,227-62.8% | $12,690-75.9% | $6,918-55.7% |