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 | $30,463 | $57,590-47.1% | $86,233-64.7% | $82,448-63.1% |
| Participation rate | 96.4% | 57.9%+38.6pp | 69.0%+27.4pp | 68.1%+28.4pp |
| Annual return | 23.55% | 22.41%+1.1pp | 61.39%-37.8pp | 41.64%-18.1pp |
| Employer contribution / active EE | $3,696 | $1,655+123.3% | $2,504+47.6% | $2,551+44.9% |
| Participant deferral / active EE | $4,257 | $3,080+38.2% | $4,559-6.6% | $4,139+2.8% |
| Admin fee / account holder | $2,583 | $4,730-45.4% | $8,342-69.0% | $7,234-64.3% |