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 | $30,223 | $81,248-62.8% | $155,509-80.6% | $80,856-62.6% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 12.61% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,352 | $3,100-56.4% | $4,672-71.1% | $2,755-50.9% |
| Participant deferral / active EE | $3,935 | $3,452+14.0% | $5,626-30.1% | $4,296-8.4% |
| Admin fee / account holder | $2,853 | $7,997-64.3% | $15,912-82.1% | $6,918-58.8% |