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 | $25,134 | $80,717-68.9% | $154,803-83.8% | $84,808-70.4% |
| Participation rate | 97.1% | 66.8%+30.2pp | 78.1%+19.0pp | 68.3%+28.7pp |
| Annual return | 17.53% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,098 | $2,761+12.2% | $4,305-28.1% | $2,631+17.7% |
| Participant deferral / active EE | $6,187 | $3,303+87.3% | $5,540+11.7% | $4,212+46.9% |
| Admin fee / account holder | $1,514 | $6,746-77.6% | $14,329-89.4% | $7,344-79.4% |