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 | $61,279 | $112,881-45.7% | $90,951-32.6% | $158,922-61.4% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 16.19% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,853 | $2,893-36.0% | $2,122-12.7% | $4,761-61.1% |
| Participant deferral / active EE | $4,437 | $4,128+7.5% | $3,373+31.5% | $5,982-25.8% |
| Admin fee / account holder | $723 | $8,041-91.0% | $5,959-87.9% | $11,246-93.6% |