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 | $36,280 | $93,571-61.2% | $135,903-73.3% | $75,163-51.7% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 17.57% | 30.90%-13.3pp | 68.23%-50.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,116 | $3,537-40.2% | $4,856-56.4% | $2,670-20.7% |
| Participant deferral / active EE | $2,824 | $6,404-55.9% | $7,758-63.6% | $4,125-31.5% |
| Admin fee / account holder | $411 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |