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 | $42,124 | $92,985-54.7% | $153,432-72.5% | $80,874-47.9% |
| Participation rate | 89.2% | 69.0%+20.2pp | 77.1%+12.1pp | 67.6%+21.5pp |
| Annual return | 11.21% | 19.95%-8.7pp | 15.66%-4.4pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,348 | $3,507-33.1% | $5,038-53.4% | $2,756-14.8% |
| Participant deferral / active EE | $3,157 | $5,178-39.0% | $6,757-53.3% | $4,297-26.5% |
| Admin fee / account holder | $576 | $8,880-93.5% | $12,725-95.5% | $6,935-91.7% |