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 | $7,231 | $76,407-90.5% | $150,298-95.2% | $82,448-91.2% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 15.35% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,364 | $2,614-47.8% | $4,154-67.2% | $2,551-46.5% |
| Participant deferral / active EE | $2,478 | $3,214-22.9% | $5,453-54.6% | $4,139-40.1% |
| Admin fee / account holder | $2,585 | $6,352-59.3% | $14,116-81.7% | $7,234-64.3% |