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 | $68,445 | $89,355-23.4% | $141,162-51.5% | $72,985-6.2% |
| Participation rate | 77.1% | 75.1%+2.0pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 19.14% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $692 | $3,114-77.8% | $4,735-85.4% | $2,440-71.6% |
| Participant deferral / active EE | $3,915 | $5,418-27.7% | $6,709-41.6% | $3,607+8.5% |
| Admin fee / account holder | $20,849 | $5,958+249.9% | $10,261+103.2% | $5,124+306.9% |