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 | $64,371 | $89,753-28.3% | $107,525-40.1% | $84,808-24.1% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 17.76% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,364 | $3,113-24.1% | $3,754-37.0% | $2,631-10.2% |
| Participant deferral / active EE | $5,201 | $4,056+28.2% | $5,116+1.7% | $4,212+23.5% |
| Admin fee / account holder | $7,069 | $7,222-2.1% | $8,919-20.7% | $7,344-3.7% |