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 | $24,195 | $106,749-77.3% | $145,433-83.4% | $82,448-70.7% |
| Participation rate | 78.6% | 75.6%+2.9pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 20.26% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,206 | $3,444-65.0% | $4,554-73.5% | $2,551-52.7% |
| Participant deferral / active EE | $3,071 | $6,519-52.9% | $7,897-61.1% | $4,139-25.8% |
| Admin fee / account holder | $3,939 | $8,390-53.1% | $13,129-70.0% | $7,234-45.6% |