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 | $42,452 | $77,523-45.2% | $100,383-57.7% | $80,874-47.5% |
| Participation rate | 98.8% | 77.0%+21.8pp | 81.5%+17.3pp | 67.6%+31.1pp |
| Annual return | 25.28% | 37.21%-11.9pp | 49.26%-24.0pp | 35.62%-10.3pp |
| Employer contribution / active EE | $7,040 | $2,801+151.3% | $3,944+78.5% | $2,756+155.5% |
| Participant deferral / active EE | $13,614 | $6,822+99.6% | $8,086+68.4% | $4,297+216.8% |
| Admin fee / account holder | $5,674 | $5,899-3.8% | $7,900-28.2% | $6,935-18.2% |