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 | $30,027 | $109,881-72.7% | $150,045-80.0% | $84,808-64.6% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 27.07% | 28.25%-1.2pp | 62.55%-35.5pp | 40.90%-13.8pp |
| Employer contribution / active EE | $2,499 | $3,561-29.8% | $4,693-46.8% | $2,631-5.0% |
| Participant deferral / active EE | $4,948 | $6,636-25.4% | $7,997-38.1% | $4,212+17.5% |
| Admin fee / account holder | $1,622 | $8,568-81.1% | $13,435-87.9% | $7,344-77.9% |