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 | $36,444 | $106,515-65.8% | $96,683-62.3% | $139,434-73.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 20.17% | 38.43%-18.3pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,166 | $4,103-71.6% | $3,737-68.8% | $4,751-75.5% |
| Participant deferral / active EE | $6,446 | $5,454+18.2% | $4,878+32.1% | $6,710-3.9% |
| Admin fee / account holder | $2,200 | $7,877-72.1% | $6,730-67.3% | $11,403-80.7% |