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 | $34,965 | $117,859-70.3% | $102,438-65.9% | $145,959-76.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 15.64% | 31.72%-16.1pp | 29.37%-13.7pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,144 | $3,615-40.7% | $3,024-29.1% | $4,661-54.0% |
| Participant deferral / active EE | $3,860 | $5,732-32.7% | $5,054-23.6% | $6,689-42.3% |
| Admin fee / account holder | $7,666 | $13,318-42.4% | $9,448-18.9% | $13,398-42.8% |