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 | $25,538 | $46,674-45.3% | $117,472-78.3% | $68,494-62.7% |
| Participation rate | 71.6% | 56.8%+14.8pp | 70.6%+1.0pp | 67.9%+3.7pp |
| Annual return | 18.64% | -14.52%+33.2pp | 29.74%-11.1pp | -7.84%+26.5pp |
| Employer contribution / active EE | $2,179 | $1,505+44.8% | $4,176-47.8% | $2,596-16.1% |
| Participant deferral / active EE | $3,806 | $2,636+44.4% | $4,070-6.5% | $4,027-5.5% |
| Admin fee / account holder | $638 | $4,020-84.1% | $5,645-88.7% | $5,403-88.2% |