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 | $40,082 | $77,503-48.3% | $100,391-60.1% | $80,856-50.4% |
| Participation rate | 73.2% | 76.9%-3.7pp | 81.5%-8.3pp | 67.6%+5.6pp |
| Annual return | 16.56% | 37.20%-20.6pp | 49.20%-32.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,422 | $2,801-13.5% | $3,942-38.5% | $2,755-12.1% |
| Participant deferral / active EE | $3,164 | $6,820-53.6% | $8,082-60.9% | $4,296-26.4% |
| Admin fee / account holder | $738 | $5,897-87.5% | $7,899-90.7% | $6,918-89.3% |