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 | $39,799 | $106,749-62.7% | $145,433-72.6% | $82,448-51.7% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 31.08% | 27.59%+3.5pp | 66.58%-35.5pp | 41.64%-10.6pp |
| Employer contribution / active EE | $2,650 | $3,444-23.1% | $4,554-41.8% | $2,551+3.9% |
| Participant deferral / active EE | $7,248 | $6,519+11.2% | $7,897-8.2% | $4,139+75.1% |
| Admin fee / account holder | $1,134 | $8,390-86.5% | $13,129-91.4% | $7,234-84.3% |