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 | $81,248 | $106,749-23.9% | $145,433-44.1% | $82,448-1.5% |
| Participation rate | 73.7% | 75.6%-2.0pp | 82.1%-8.4pp | 68.1%+5.6pp |
| Annual return | 17.77% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,114 | $3,444-38.6% | $4,554-53.6% | $2,551-17.1% |
| Participant deferral / active EE | $5,731 | $6,519-12.1% | $7,897-27.4% | $4,139+38.4% |
| Admin fee / account holder | $33,105 | $8,390+294.6% | $13,129+152.2% | $7,234+357.6% |