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 | $36,144 | $86,929-58.4% | $102,423-64.7% | $80,856-55.3% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 18.77% | 18.88%-0.1pp | 29.32%-10.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $2,630 | $2,369+11.0% | $3,023-13.0% | $2,755-4.5% |
| Participant deferral / active EE | $3,720 | $4,118-9.7% | $5,053-26.4% | $4,296-13.4% |
| Admin fee / account holder | $964 | $8,049-88.0% | $9,451-89.8% | $6,918-86.1% |