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 | $23,389 | $102,616-77.2% | $81,983-71.5% | $158,922-85.3% |
| Participation rate | 72.7% | 75.5%-2.8pp | 69.2%+3.5pp | 82.0%-9.2pp |
| Annual return | 7.61% | 61.04%-53.4pp | 41.31%-33.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,609 | $3,240-50.4% | $2,498-35.6% | $4,761-66.2% |
| Participant deferral / active EE | $3,004 | $4,648-35.4% | $3,722-19.3% | $5,982-49.8% |
| Admin fee / account holder | $5,444 | $8,235-33.9% | $5,664-3.9% | $11,246-51.6% |