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 8-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 | $33,648 | $81,248-58.6% | $155,509-78.4% | $80,856-58.4% |
| Participation rate | 88.1% | 66.2%+21.9pp | 78.2%+9.9pp | 67.6%+20.5pp |
| Annual return | 12.95% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,806 | $3,100-41.8% | $4,672-61.4% | $2,755-34.5% |
| Participant deferral / active EE | $4,396 | $3,452+27.4% | $5,626-21.9% | $4,296+2.3% |
| Admin fee / account holder | $4,402 | $7,997-45.0% | $15,912-72.3% | $6,918-36.4% |