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 9-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 | $44,552 | $79,013-43.6% | $100,391-55.6% | $74,495-40.2% |
| Participation rate | 78.0% | 79.5%-1.5pp | 81.5%-3.5pp | 67.2%+10.8pp |
| Annual return | 15.65% | 20.41%-4.8pp | 49.20%-33.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,233 | $3,021-26.1% | $3,942-43.3% | $2,623-14.9% |
| Participant deferral / active EE | $8,088 | $7,760+4.2% | $8,082+0.1% | $4,346+86.1% |
| Admin fee / account holder | $6,252 | $1,320+373.7% | $7,899-20.9% | $1,942+222.0% |