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 | $43,699 | $86,922-49.7% | $102,438-57.3% | $80,874-46.0% |
| Participation rate | 80.6% | 72.4%+8.2pp | 76.5%+4.1pp | 67.6%+12.9pp |
| Annual return | 14.02% | 18.90%-4.9pp | 29.37%-15.4pp | 35.62%-21.6pp |
| Employer contribution / active EE | $3,070 | $2,369+29.6% | $3,024+1.5% | $2,756+11.4% |
| Participant deferral / active EE | $7,385 | $4,119+79.3% | $5,054+46.1% | $4,297+71.9% |
| Admin fee / account holder | $43,394 | $8,050+439.1% | $9,448+359.3% | $6,935+525.7% |