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 6-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 | $37,369 | $80,673-53.7% | $101,326-63.1% | $84,808-55.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 21.04% | 38.95%-17.9pp | 36.82%-15.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,742 | $2,698-35.4% | $3,665-52.5% | $2,631-33.8% |
| Participant deferral / active EE | $3,505 | $6,840-48.8% | $7,994-56.2% | $4,212-16.8% |
| Admin fee / account holder | $2,619 | $12,784-79.5% | $11,185-76.6% | $7,344-64.3% |