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 | $43,610 | $78,672-44.6% | $109,143-60.0% | $85,850-49.2% |
| Participation rate | 71.6% | 68.3%+3.3pp | 75.9%-4.3pp | 69.3%+2.3pp |
| Annual return | 17.03% | 25.09%-8.1pp | 25.75%-8.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,288 | $2,735-16.3% | $3,722-38.5% | $2,565-10.8% |
| Participant deferral / active EE | $5,048 | $3,467+45.6% | $4,653+8.5% | $3,952+27.7% |
| Admin fee / account holder | $4,612 | $5,469-15.7% | $6,752-31.7% | $6,260-26.3% |