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 | $35,383 | $80,717-56.2% | $154,803-77.1% | $84,808-58.3% |
| Participation rate | 93.8% | 66.8%+26.9pp | 78.1%+15.7pp | 68.3%+25.4pp |
| Annual return | 29.61% | 37.96%-8.3pp | 58.88%-29.3pp | 40.90%-11.3pp |
| Employer contribution / active EE | $2,239 | $2,761-18.9% | $4,305-48.0% | $2,631-14.9% |
| Participant deferral / active EE | $11,216 | $3,303+239.6% | $5,540+102.4% | $4,212+166.3% |
| Admin fee / account holder | $8,318 | $6,746+23.3% | $14,329-41.9% | $7,344+13.3% |