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 | $53,127 | $74,927-29.1% | $101,794-47.8% | $84,808-37.4% |
| Participation rate | 96.0% | 61.4%+34.6pp | 69.2%+26.8pp | 68.3%+27.7pp |
| Annual return | 20.32% | 18.70%+1.6pp | 30.53%-10.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $6,882 | $1,522+352.3% | $2,289+200.7% | $2,631+161.6% |
| Participant deferral / active EE | $14,373 | $3,099+363.8% | $4,084+251.9% | $4,212+241.3% |
| Admin fee / account holder | $13,913 | $6,514+113.6% | $8,777+58.5% | $7,344+89.5% |