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 | $52,878 | $76,407-30.8% | $150,298-64.8% | $82,448-35.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.60% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,934 | $2,614+12.2% | $4,154-29.4% | $2,551+15.0% |
| Participant deferral / active EE | $1,832 | $3,214-43.0% | $5,453-66.4% | $4,139-55.7% |
| Admin fee / account holder | $14,451 | $6,352+127.5% | $14,116+2.4% | $7,234+99.8% |