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 | $38,851 | $109,881-64.6% | $150,045-74.1% | $84,808-54.2% |
| Participation rate | 78.6% | 76.1%+2.5pp | 82.3%-3.8pp | 68.3%+10.3pp |
| Annual return | 17.80% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,268 | $3,561-64.4% | $4,693-73.0% | $2,631-51.8% |
| Participant deferral / active EE | $6,044 | $6,636-8.9% | $7,997-24.4% | $4,212+43.5% |
| Admin fee / account holder | $5,220 | $8,568-39.1% | $13,435-61.1% | $7,344-28.9% |