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 | $47,988 | $49,915-3.9% | $154,803-69.0% | $74,304-35.4% |
| Participation rate | 74.1% | 54.0%+20.2pp | 78.1%-4.0pp | 60.3%+13.8pp |
| Annual return | 17.47% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,032 | $1,611+26.1% | $4,305-52.8% | $2,241-9.3% |
| Participant deferral / active EE | $3,753 | $2,255+66.4% | $5,540-32.3% | $3,767-0.4% |
| Admin fee / account holder | $1,868 | $2,189-14.7% | $14,329-87.0% | $2,969-37.1% |