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 7-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 | $25,867 | $91,190-71.6% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 85.1% | 69.2%+15.9pp | 81.9%+3.2pp | 69.6%+15.5pp |
| Annual return | 32.89% | 24.19%+8.7pp | 151.07%-118.2pp | 31.71%+1.2pp |
| Employer contribution / active EE | $1,854 | $3,256-43.0% | $5,011-63.0% | $2,471-25.0% |
| Participant deferral / active EE | $4,046 | $3,236+25.0% | $5,202-22.2% | $3,740+8.2% |
| Admin fee / account holder | $914 | $6,751-86.5% | $13,984-93.5% | $5,306-82.8% |