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 | $37,250 | $77,899-52.2% | $149,673-75.1% | $75,163-50.4% |
| Participation rate | 90.6% | 65.6%+25.0pp | 78.8%+11.8pp | 67.2%+23.4pp |
| Annual return | 36.13% | 31.72%+4.4pp | 134.42%-98.3pp | 160.62%-124.5pp |
| Employer contribution / active EE | $2,350 | $3,137-25.1% | $4,818-51.2% | $2,670-12.0% |
| Participant deferral / active EE | $2,705 | $3,411-20.7% | $5,680-52.4% | $4,125-34.4% |
| Admin fee / account holder | $503 | $5,956-91.6% | $13,210-96.2% | $5,651-91.1% |