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 | $21,787 | $76,407-71.5% | $150,298-85.5% | $82,448-73.6% |
| Participation rate | 93.5% | 66.4%+27.2pp | 77.8%+15.8pp | 68.1%+25.5pp |
| Annual return | 21.55% | 39.99%-18.4pp | 62.79%-41.2pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,632 | $2,614-37.6% | $4,154-60.7% | $2,551-36.0% |
| Participant deferral / active EE | $4,248 | $3,214+32.2% | $5,453-22.1% | $4,139+2.6% |
| Admin fee / account holder | $1,021 | $6,352-83.9% | $14,116-92.8% | $7,234-85.9% |