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 | $37,387 | $94,625-60.5% | $116,228-67.8% | $84,808-55.9% |
| Participation rate | 79.2% | 70.4%+8.8pp | 74.6%+4.7pp | 68.3%+10.9pp |
| Annual return | 15.16% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,135 | $2,347-51.6% | $2,994-62.1% | $2,631-56.8% |
| Participant deferral / active EE | $1,890 | $3,972-52.4% | $4,953-61.9% | $4,212-55.1% |
| Admin fee / account holder | $1,231 | $10,091-87.8% | $11,989-89.7% | $7,344-83.2% |