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 7-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 | $100,149 | $148,978-32.8% | $200,582-50.1% | $84,808+18.1% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 16.21% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,805 | $4,815-0.2% | $6,419-25.1% | $2,631+82.6% |
| Participant deferral / active EE | $10,821 | $7,142+51.5% | $9,331+16.0% | $4,212+156.9% |
| Admin fee / account holder | $320 | $13,977-97.7% | $16,305-98.0% | $7,344-95.6% |