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 | $70,263 | $104,475-32.7% | $159,436-55.9% | $79,386-11.5% |
| Participation rate | 71.0% | 76.6%-5.6pp | 82.8%-11.8pp | 70.7%+0.3pp |
| Annual return | 21.60% | 67.95%-46.4pp | 263.57%-242.0pp | 116.85%-95.3pp |
| Employer contribution / active EE | $2,666 | $3,417-22.0% | $4,829-44.8% | $2,427+9.8% |
| Participant deferral / active EE | $6,318 | $6,467-2.3% | $7,352-14.1% | $4,046+56.2% |
| Admin fee / account holder | $2,456 | $711+245.4% | $10,799-77.3% | $626+292.1% |