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 | $32,460 | $109,881-70.5% | $150,045-78.4% | $84,808-61.7% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 21.02% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,497 | $3,561-29.9% | $4,693-46.8% | $2,631-5.1% |
| Participant deferral / active EE | $4,997 | $6,636-24.7% | $7,997-37.5% | $4,212+18.7% |
| Admin fee / account holder | $388 | $8,568-95.5% | $13,435-97.1% | $7,344-94.7% |