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 | $40,465 | $80,717-49.9% | $154,803-73.9% | $84,808-52.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.33% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,524 | $2,761-44.8% | $4,305-64.6% | $2,631-42.1% |
| Participant deferral / active EE | $5,757 | $3,303+74.3% | $5,540+3.9% | $4,212+36.7% |
| Admin fee / account holder | $31,538 | $6,746+367.5% | $14,329+120.1% | $7,344+329.4% |