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 | $28,063 | $81,248-65.5% | $155,509-82.0% | $80,856-65.3% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.1pp | 67.6%+27.7pp |
| Annual return | 17.01% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $3,338 | $3,100+7.7% | $4,672-28.6% | $2,755+21.2% |
| Participant deferral / active EE | $7,385 | $3,452+114.0% | $5,626+31.3% | $4,296+71.9% |
| Admin fee / account holder | $1,823 | $7,997-77.2% | $15,912-88.5% | $6,918-73.6% |