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 | $32,365 | $74,888-56.8% | $71,209-54.5% | $142,382-77.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 16.78% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,159 | $2,854-24.4% | $2,721-20.7% | $4,299-49.8% |
| Participant deferral / active EE | $6,158 | $4,454+38.2% | $4,175+47.5% | $6,507-5.4% |
| Admin fee / account holder | $801 | $5,568-85.6% | $5,349-85.0% | $12,624-93.7% |