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 | $32,377 | $133,922-75.8% | $116,228-72.1% | $142,382-77.3% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.6%+4.4pp | 80.1%-1.2pp |
| Annual return | 18.66% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,347 | $3,446-31.9% | $2,994-21.6% | $4,299-45.4% |
| Participant deferral / active EE | $4,318 | $5,672-23.9% | $4,953-12.8% | $6,507-33.6% |
| Admin fee / account holder | $335 | $14,945-97.8% | $11,989-97.2% | $12,624-97.3% |