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 | $64,489 | $78,705-18.1% | $117,854-45.3% | $70,131-8.0% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 14.10% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,428 | $2,223-35.8% | $3,786-62.3% | $2,342-39.0% |
| Participant deferral / active EE | $2,456 | $3,297-25.5% | $4,482-45.2% | $3,332-26.3% |
| Admin fee / account holder | $8,449 | $5,065+66.8% | $8,020+5.3% | $4,645+81.9% |