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 | $173,864 | $100,970+72.2% | $96,576+80.0% | $137,256+26.7% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 17.57% | 38.16%-20.6pp | 38.47%-20.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,326 | $3,809-12.7% | $3,553-6.4% | $4,156-20.0% |
| Participant deferral / active EE | $7,491 | $8,286-9.6% | $7,956-5.8% | $6,407+16.9% |
| Admin fee / account holder | $731 | $11,312-93.5% | $11,381-93.6% | $12,270-94.0% |