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 | $31,552 | $77,419-59.2% | $69,455-54.6% | $152,861-79.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 7.54% | 39.06%-31.5pp | 28.97%-21.4pp | 345.32%-337.8pp |
| Employer contribution / active EE | $1,451 | $3,315-56.2% | $2,779-47.8% | $4,762-69.5% |
| Participant deferral / active EE | $1,034 | $4,414-76.6% | $3,535-70.7% | $5,850-82.3% |
| Admin fee / account holder | $681 | $6,207-89.0% | $3,839-82.3% | $11,596-94.1% |