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 | $35,880 | $81,460-56.0% | $103,333-65.3% | $80,856-55.6% |
| Participation rate | 71.1% | 66.8%+4.2pp | 74.5%-3.5pp | 67.6%+3.4pp |
| Annual return | 10.86% | 25.55%-14.7pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,159 | $3,105-62.7% | $3,868-70.0% | $2,755-57.9% |
| Participant deferral / active EE | $2,556 | $3,869-33.9% | $5,057-49.5% | $4,296-40.5% |
| Admin fee / account holder | $12,661 | $6,566+92.8% | $8,355+51.5% | $6,918+83.0% |