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 7-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 | $32,830 | $81,248-59.6% | $155,509-78.9% | $80,856-59.4% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 17.58% | 33.31%-15.7pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,891 | $3,100-39.0% | $4,672-59.5% | $2,755-31.4% |
| Participant deferral / active EE | $4,703 | $3,452+36.3% | $5,626-16.4% | $4,296+9.5% |
| Admin fee / account holder | $2,206 | $7,997-72.4% | $15,912-86.1% | $6,918-68.1% |