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 8-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 | $36,964 | $54,762-32.5% | $90,281-59.1% | $72,985-49.4% |
| Participation rate | 82.8% | 65.1%+17.6pp | 73.3%+9.5pp | 69.5%+13.3pp |
| Annual return | 33.97% | 30.63%+3.3pp | 78.10%-44.1pp | 81.00%-47.0pp |
| Employer contribution / active EE | $692 | $2,092-66.9% | $2,854-75.8% | $2,440-71.6% |
| Participant deferral / active EE | $3,064 | $2,887+6.1% | $3,885-21.1% | $3,607-15.0% |
| Admin fee / account holder | $6,597 | $3,972+66.1% | $5,351+23.3% | $5,124+28.7% |