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 | $33,771 | $117,841-71.3% | $102,423-67.0% | $145,922-76.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.22% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,638 | $3,615+28.3% | $3,023+53.4% | $4,660-0.5% |
| Participant deferral / active EE | $4,795 | $5,731-16.3% | $5,053-5.1% | $6,688-28.3% |
| Admin fee / account holder | $5,209 | $13,326-60.9% | $9,451-44.9% | $13,397-61.1% |