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 | $25,465 | $109,881-76.8% | $150,045-83.0% | $84,808-70.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 21.49% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,553 | $3,561-56.4% | $4,693-66.9% | $2,631-41.0% |
| Participant deferral / active EE | $3,324 | $6,636-49.9% | $7,997-58.4% | $4,212-21.1% |
| Admin fee / account holder | $4,683 | $8,568-45.3% | $13,435-65.1% | $7,344-36.2% |