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 7-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 | $28,899 | $97,125-70.2% | $86,233-66.5% | $137,256-78.9% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.0%+19.2pp | 80.0%+8.3pp |
| Annual return | 21.51% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,964 | $2,841-30.9% | $2,504-21.6% | $4,156-52.7% |
| Participant deferral / active EE | $3,103 | $5,180-40.1% | $4,559-31.9% | $6,407-51.6% |
| Admin fee / account holder | $5,324 | $9,725-45.3% | $8,342-36.2% | $12,270-56.6% |