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 | $34,911 | $102,317-65.9% | $146,958-76.2% | $80,856-56.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 15.87% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,691 | $3,713-54.4% | $4,933-65.7% | $2,755-38.6% |
| Participant deferral / active EE | $3,158 | $6,644-52.5% | $8,070-60.9% | $4,296-26.5% |
| Admin fee / account holder | $1,035 | $7,941-87.0% | $12,998-92.0% | $6,918-85.0% |