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 | $32,930 | $109,881-70.0% | $150,045-78.1% | $84,808-61.2% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,238 | $3,561+19.0% | $4,693-9.7% | $2,631+61.1% |
| Participant deferral / active EE | $5,669 | $6,636-14.6% | $7,997-29.1% | $4,212+34.6% |
| Admin fee / account holder | $1,133 | $8,568-86.8% | $13,435-91.6% | $7,344-84.6% |