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 9-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 | $36,076 | $101,724-64.5% | $164,813-78.1% | $80,856-55.4% |
| Participation rate | 90.5% | 71.8%+18.6pp | 78.6%+11.9pp | 67.6%+22.8pp |
| Annual return | 11.48% | 16.72%-5.2pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,944 | $2,953-34.2% | $4,341-55.2% | $2,755-29.4% |
| Participant deferral / active EE | $5,412 | $4,477+20.9% | $6,031-10.3% | $4,296+26.0% |
| Admin fee / account holder | $1,387 | $8,227-83.1% | $12,690-89.1% | $6,918-79.9% |