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 | $32,791 | $77,523-57.7% | $100,383-67.3% | $80,874-59.5% |
| Participation rate | 79.6% | 77.0%+2.7pp | 81.5%-1.9pp | 67.6%+12.0pp |
| Annual return | 18.73% | 37.21%-18.5pp | 49.26%-30.5pp | 35.62%-16.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,372 | $6,822+22.7% | $8,086+3.5% | $4,297+94.8% |
| Admin fee / account holder | $3,751 | $5,899-36.4% | $7,900-52.5% | $6,935-45.9% |