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 | $27,697 | $77,314-64.2% | $177,989-84.4% | $80,856-65.7% |
| Participation rate | 77.1% | 65.7%+11.4pp | 77.1%+0.1pp | 67.6%+9.5pp |
| Annual return | 14.51% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,349 | $2,292-41.1% | $3,949-65.8% | $2,755-51.0% |
| Participant deferral / active EE | $2,481 | $4,411-43.8% | $6,276-60.5% | $4,296-42.2% |
| Admin fee / account holder | $634 | $7,191-91.2% | $10,363-93.9% | $6,918-90.8% |