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 | $33,120 | $81,208-59.2% | $98,907-66.5% | $79,858-58.5% |
| Participation rate | 75.8% | 72.5%+3.3pp | 76.0%-0.3pp | 69.6%+6.1pp |
| Annual return | 17.65% | 60.99%-43.3pp | 196.43%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,956 | $1,960-0.2% | $2,689-27.2% | $2,471-20.8% |
| Participant deferral / active EE | $3,454 | $3,265+5.8% | $4,244-18.6% | $3,740-7.6% |
| Admin fee / account holder | $3,066 | $6,013-49.0% | $6,642-53.8% | $5,306-42.2% |