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 | $33,175 | $114,381-71.0% | $107,525-69.1% | $142,382-76.7% |
| Participation rate | 87.0% | 78.1%+8.8pp | 75.1%+11.9pp | 80.1%+6.8pp |
| Annual return | 21.10% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,785 | $4,015-30.6% | $3,754-25.8% | $4,299-35.2% |
| Participant deferral / active EE | $4,776 | $5,564-14.2% | $5,116-6.6% | $6,507-26.6% |
| Admin fee / account holder | $1,806 | $9,860-81.7% | $8,919-79.8% | $12,624-85.7% |