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 | $44,557 | $88,672-49.8% | $105,223-57.7% | $82,448-46.0% |
| Participation rate | 85.2% | 67.9%+17.3pp | 75.0%+10.1pp | 68.1%+17.1pp |
| Annual return | 18.58% | 30.86%-12.3pp | 180.65%-162.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,708 | $3,048-11.2% | $3,689-26.6% | $2,551+6.1% |
| Participant deferral / active EE | $3,931 | $4,036-2.6% | $5,072-22.5% | $4,139-5.0% |
| Admin fee / account holder | $622 | $7,146-91.3% | $8,859-93.0% | $7,234-91.4% |