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 8-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 | $52,975 | $106,749-50.4% | $145,433-63.6% | $82,448-35.7% |
| Participation rate | 73.8% | 75.6%-1.8pp | 82.1%-8.3pp | 68.1%+5.7pp |
| Annual return | 18.75% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,855 | $3,444-46.1% | $4,554-59.3% | $2,551-27.3% |
| Participant deferral / active EE | $4,703 | $6,519-27.9% | $7,897-40.5% | $4,139+13.6% |
| Admin fee / account holder | $7,292 | $8,390-13.1% | $13,129-44.5% | $7,234+0.8% |