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 3-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 | $33,123 | $109,881-69.9% | $150,045-77.9% | $84,808-60.9% |
| Participation rate | 88.0% | 76.1%+11.9pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 26.99% | 28.25%-1.3pp | 62.55%-35.6pp | 40.90%-13.9pp |
| Employer contribution / active EE | $1,858 | $3,561-47.8% | $4,693-60.4% | $2,631-29.4% |
| Participant deferral / active EE | $15,977 | $6,636+140.8% | $7,997+99.8% | $4,212+279.4% |
| Admin fee / account holder | $2,838 | $8,568-66.9% | $13,435-78.9% | $7,344-61.3% |