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 | $37,561 | $89,355-58.0% | $141,162-73.4% | $72,985-48.5% |
| Participation rate | 72.2% | 75.1%-2.9pp | 82.5%-10.2pp | 69.5%+2.7pp |
| Annual return | 19.35% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,207 | $3,114+3.0% | $4,735-32.3% | $2,440+31.5% |
| Participant deferral / active EE | $5,041 | $5,418-7.0% | $6,709-24.9% | $3,607+39.7% |
| Admin fee / account holder | $30,698 | $5,958+415.2% | $10,261+199.2% | $5,124+499.1% |