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 | $25,881 | $51,175-49.4% | $70,515-63.3% | $75,163-65.6% |
| Participation rate | 72.5% | 60.9%+11.6pp | 68.3%+4.2pp | 67.2%+5.3pp |
| Annual return | 18.60% | 30.02%-11.4pp | 32.77%-14.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $974 | $1,826-46.7% | $2,973-67.2% | $2,670-63.5% |
| Participant deferral / active EE | $4,426 | $2,849+55.3% | $4,567-3.1% | $4,125+7.3% |
| Admin fee / account holder | $2,692 | $4,091-34.2% | $6,412-58.0% | $5,651-52.4% |