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 | $29,917 | $48,046-37.7% | $84,611-64.6% | $72,985-59.0% |
| Participation rate | 71.0% | 57.6%+13.4pp | 68.2%+2.7pp | 69.5%+1.5pp |
| Annual return | 24.54% | 37.38%-12.8pp | 258.74%-234.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,288 | $1,602-19.6% | $2,652-51.4% | $2,440-47.2% |
| Participant deferral / active EE | $3,192 | $2,680+19.1% | $3,899-18.1% | $3,607-11.5% |
| Admin fee / account holder | $1,195 | $3,395-64.8% | $4,912-75.7% | $5,124-76.7% |