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 | $23,113 | $81,233-71.5% | $155,567-85.1% | $80,874-71.4% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.6%+4.8pp |
| Annual return | 16.79% | 33.33%-16.5pp | 64.74%-47.9pp | 35.62%-18.8pp |
| Employer contribution / active EE | $2,527 | $3,101-18.5% | $4,674-45.9% | $2,756-8.3% |
| Participant deferral / active EE | $3,553 | $3,452+2.9% | $5,628-36.9% | $4,297-17.3% |
| Admin fee / account holder | $383 | $7,998-95.2% | $15,916-97.6% | $6,935-94.5% |