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 | $29,238 | $112,881-74.1% | $90,951-67.9% | $158,922-81.6% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 18.32% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $992 | $2,893-65.7% | $2,122-53.3% | $4,761-79.2% |
| Participant deferral / active EE | $4,083 | $4,128-1.1% | $3,373+21.0% | $5,982-31.7% |
| Admin fee / account holder | $645 | $8,041-92.0% | $5,959-89.2% | $11,246-94.3% |