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 | $46,631 | $68,547-32.0% | $120,354-61.3% | $80,856-42.3% |
| Participation rate | 74.1% | 61.6%+12.5pp | 71.9%+2.2pp | 67.6%+6.4pp |
| Annual return | 14.61% | 23.60%-9.0pp | 107.15%-92.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,702 | $2,051-17.0% | $3,463-50.8% | $2,755-38.2% |
| Participant deferral / active EE | $6,214 | $3,173+95.8% | $4,991+24.5% | $4,296+44.7% |
| Admin fee / account holder | $398 | $5,732-93.1% | $9,423-95.8% | $6,918-94.2% |