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 | $32,973 | $87,013-62.1% | $106,213-69.0% | $80,856-59.2% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.6pp | 67.6%+5.1pp |
| Annual return | 14.03% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,662 | $2,395-30.6% | $3,171-47.6% | $2,755-39.7% |
| Participant deferral / active EE | $4,258 | $3,986+6.8% | $5,016-15.1% | $4,296-0.9% |
| Admin fee / account holder | $2,407 | $8,431-71.5% | $11,033-78.2% | $6,918-65.2% |