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 | $42,802 | $80,968-47.1% | $96,544-55.7% | $75,163-43.1% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.7pp |
| Annual return | 16.67% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,582 | $2,282-30.7% | $2,965-46.7% | $2,670-40.8% |
| Participant deferral / active EE | $4,659 | $3,928+18.6% | $4,851-4.0% | $4,125+12.9% |
| Admin fee / account holder | $6,535 | $6,724-2.8% | $8,252-20.8% | $5,651+15.7% |