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 | $32,087 | $80,673-60.2% | $101,326-68.3% | $84,808-62.2% |
| Participation rate | 98.2% | 77.8%+20.5pp | 81.5%+16.7pp | 68.3%+29.9pp |
| Annual return | 24.11% | 38.95%-14.8pp | 36.82%-12.7pp | 40.90%-16.8pp |
| Employer contribution / active EE | $8,901 | $2,698+229.9% | $3,665+142.8% | $2,631+238.3% |
| Participant deferral / active EE | $11,958 | $6,840+74.8% | $7,994+49.6% | $4,212+183.9% |
| Admin fee / account holder | $6,107 | $12,784-52.2% | $11,185-45.4% | $7,344-16.8% |