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 | $33,373 | $73,933-54.9% | $96,683-65.5% | $75,163-55.6% |
| Participation rate | 89.3% | 66.4%+22.9pp | 74.3%+14.9pp | 67.2%+22.1pp |
| Annual return | 13.90% | 26.70%-12.8pp | 35.69%-21.8pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,392 | $2,928-52.4% | $3,737-62.7% | $2,670-47.8% |
| Participant deferral / active EE | $2,862 | $3,659-21.8% | $4,878-41.3% | $4,125-30.6% |
| Admin fee / account holder | $7,277 | $5,216+39.5% | $6,730+8.1% | $5,651+28.8% |