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 | $66,089 | $96,128-31.2% | $136,007-51.4% | $80,856-18.3% |
| Participation rate | 96.6% | 71.2%+25.3pp | 76.5%+20.1pp | 67.6%+28.9pp |
| Annual return | 32.81% | 28.71%+4.1pp | 579.32%-546.5pp | 35.59%-2.8pp |
| Employer contribution / active EE | $3,372 | $3,351+0.6% | $4,217-20.0% | $2,755+22.4% |
| Participant deferral / active EE | $6,952 | $5,709+21.8% | $7,025-1.0% | $4,296+61.8% |
| Admin fee / account holder | $312 | $8,236-96.2% | $6,858-95.4% | $6,918-95.5% |