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 | $57,358 | $86,929-34.0% | $102,423-44.0% | $80,856-29.1% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 14.99% | 18.88%-3.9pp | 29.32%-14.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $6,133 | $2,369+158.8% | $3,023+102.8% | $2,755+122.6% |
| Participant deferral / active EE | $3,165 | $4,118-23.2% | $5,053-37.4% | $4,296-26.3% |
| Admin fee / account holder | $709 | $8,049-91.2% | $9,451-92.5% | $6,918-89.7% |