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 | $31,136 | $76,407-59.3% | $150,298-79.3% | $82,448-62.2% |
| Participation rate | 76.6% | 66.4%+10.2pp | 77.8%-1.1pp | 68.1%+8.6pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,618 | $2,614-38.1% | $4,154-61.0% | $2,551-36.6% |
| Participant deferral / active EE | $3,175 | $3,214-1.2% | $5,453-41.8% | $4,139-23.3% |
| Admin fee / account holder | $529 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |