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 | $28,927 | $90,348-68.0% | $75,972-61.9% | $145,922-80.2% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 11.12% | 620.88%-609.8pp | 359.55%-348.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,095 | $3,311-36.7% | $2,685-22.0% | $4,660-55.0% |
| Participant deferral / active EE | $4,639 | $5,162-10.1% | $4,255+9.0% | $6,688-30.6% |
| Admin fee / account holder | $2,927 | $8,467-65.4% | $6,467-54.7% | $13,397-78.2% |