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 | $37,245 | $65,365-43.0% | $92,893-59.9% | $72,985-49.0% |
| Participation rate | 79.5% | 68.3%+11.2pp | 76.0%+3.5pp | 69.5%+10.0pp |
| Annual return | 21.31% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $789 | $2,594-69.6% | $3,653-78.4% | $2,440-67.7% |
| Participant deferral / active EE | $2,559 | $3,128-18.2% | $4,236-39.6% | $3,607-29.1% |
| Admin fee / account holder | $3,834 | $4,251-9.8% | $5,794-33.8% | $5,124-25.2% |