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 | $41,137 | $71,050-42.1% | $93,606-56.1% | $80,856-49.1% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.6%+12.4pp |
| Annual return | 12.02% | 11.26%+0.8pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,917 | $1,564+22.6% | $2,420-20.8% | $2,755-30.4% |
| Participant deferral / active EE | $4,873 | $4,034+20.8% | $4,411+10.5% | $4,296+13.4% |
| Admin fee / account holder | $2,985 | $6,945-57.0% | $8,285-64.0% | $6,918-56.9% |