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 5-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 | $36,159 | $60,022-39.8% | $88,946-59.3% | $84,808-57.4% |
| Participation rate | 92.7% | 57.8%+34.8pp | 68.8%+23.8pp | 68.3%+24.4pp |
| Annual return | 27.18% | 22.43%+4.8pp | 57.82%-30.6pp | 40.90%-13.7pp |
| Employer contribution / active EE | $3,084 | $1,703+81.1% | $2,555+20.7% | $2,631+17.2% |
| Participant deferral / active EE | $6,379 | $3,114+104.9% | $4,581+39.2% | $4,212+51.5% |
| Admin fee / account holder | $449 | $4,811-90.7% | $8,261-94.6% | $7,344-93.9% |