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 | $57,156 | $85,022-32.8% | $70,515-18.9% | $139,434-59.0% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 16.60% | 30.38%-13.8pp | 32.77%-16.2pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,661 | $3,909-31.9% | $2,973-10.5% | $4,751-44.0% |
| Participant deferral / active EE | $11,223 | $5,890+90.5% | $4,567+145.7% | $6,710+67.2% |
| Admin fee / account holder | $7,553 | $8,906-15.2% | $6,412+17.8% | $11,403-33.8% |