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 | $26,466 | $117,859-77.5% | $102,438-74.2% | $145,959-81.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 18.21% | 31.72%-13.5pp | 29.37%-11.2pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,690 | $3,615-53.3% | $3,024-44.1% | $4,661-63.7% |
| Participant deferral / active EE | $3,220 | $5,732-43.8% | $5,054-36.3% | $6,689-51.9% |
| Admin fee / account holder | $1,243 | $13,318-90.7% | $9,448-86.8% | $13,398-90.7% |