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 | $83,312 | $88,672-6.0% | $105,223-20.8% | $82,448+1.0% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 13.84% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,633 | $3,048-13.6% | $3,689-28.6% | $2,551+3.2% |
| Participant deferral / active EE | $3,770 | $4,036-6.6% | $5,072-25.7% | $4,139-8.9% |
| Admin fee / account holder | $4,448 | $7,146-37.8% | $8,859-49.8% | $7,234-38.5% |