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 | $45,600 | $81,248-43.9% | $155,509-70.7% | $80,856-43.6% |
| Participation rate | 76.5% | 66.2%+10.2pp | 78.2%-1.7pp | 67.6%+8.8pp |
| Annual return | 16.27% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,830 | $3,100-41.0% | $4,672-60.8% | $2,755-33.6% |
| Participant deferral / active EE | $5,794 | $3,452+67.9% | $5,626+3.0% | $4,296+34.9% |
| Admin fee / account holder | $1,336 | $7,997-83.3% | $15,912-91.6% | $6,918-80.7% |