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 6-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 | $36,443 | $117,983-69.1% | $101,794-64.2% | $142,382-74.4% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 16.67% | 36.92%-20.2pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,199 | $2,773-20.7% | $2,289-3.9% | $4,299-48.9% |
| Participant deferral / active EE | $4,570 | $4,714-3.0% | $4,084+11.9% | $6,507-29.8% |
| Admin fee / account holder | $7,648 | $10,433-26.7% | $8,777-12.9% | $12,624-39.4% |