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 | $32,968 | $76,407-56.9% | $150,298-78.1% | $82,448-60.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 77.8%+19.5pp | 68.1%+29.2pp |
| Annual return | 35.93% | 39.99%-4.1pp | 62.79%-26.9pp | 41.64%-5.7pp |
| Employer contribution / active EE | $3,557 | $2,614+36.1% | $4,154-14.4% | $2,551+39.4% |
| Participant deferral / active EE | $6,904 | $3,214+114.8% | $5,453+26.6% | $4,139+66.8% |
| Admin fee / account holder | $2,860 | $6,352-55.0% | $14,116-79.7% | $7,234-60.5% |