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 9-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 | $36,490 | $77,634-53.0% | $156,549-76.7% | $62,891-42.0% |
| Participation rate | 75.6% | 71.2%+4.4pp | 84.0%-8.5pp | 69.3%+6.2pp |
| Annual return | 7.90% | 50.32%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,030 | $3,444-41.0% | $5,501-63.1% | $2,281-11.0% |
| Participant deferral / active EE | $3,934 | $3,045+29.2% | $4,871-19.2% | $3,203+22.8% |
| Admin fee / account holder | $1,278 | $5,561-77.0% | $13,027-90.2% | $4,296-70.2% |