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 | $39,132 | $106,515-63.3% | $96,683-59.5% | $139,434-71.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.67% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,162 | $4,103-47.3% | $3,737-42.1% | $4,751-54.5% |
| Participant deferral / active EE | $4,716 | $5,454-13.5% | $4,878-3.3% | $6,710-29.7% |
| Admin fee / account holder | $3,317 | $7,877-57.9% | $6,730-50.7% | $11,403-70.9% |