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 3-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 | $35,616 | $81,248-56.2% | $155,509-77.1% | $80,856-56.0% |
| Participation rate | 91.5% | 66.2%+25.2pp | 78.2%+13.3pp | 67.6%+23.8pp |
| Annual return | 13.26% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,490 | $3,100-19.7% | $4,672-46.7% | $2,755-9.6% |
| Participant deferral / active EE | $5,817 | $3,452+68.5% | $5,626+3.4% | $4,296+35.4% |
| Admin fee / account holder | $3,179 | $7,997-60.2% | $15,912-80.0% | $6,918-54.0% |