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 | $64,824 | $81,208-20.2% | $98,907-34.5% | $79,858-18.8% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 24.01% | 60.99%-37.0pp | 196.43%-172.4pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,201 | $1,960-38.7% | $2,689-55.4% | $2,471-51.4% |
| Participant deferral / active EE | $5,380 | $3,265+64.8% | $4,244+26.8% | $3,740+43.9% |
| Admin fee / account holder | $3,260 | $6,013-45.8% | $6,642-50.9% | $5,306-38.6% |