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 6-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 | $37,464 | $106,515-64.8% | $96,683-61.3% | $139,434-73.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 11.61% | 38.43%-26.8pp | 35.69%-24.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,609 | $4,103-60.8% | $3,737-56.9% | $4,751-66.1% |
| Participant deferral / active EE | $1,830 | $5,454-66.4% | $4,878-62.5% | $6,710-72.7% |
| Admin fee / account holder | $470 | $7,877-94.0% | $6,730-93.0% | $11,403-95.9% |