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 | $35,350 | $109,413-67.7% | $156,263-77.4% | $84,808-58.3% |
| Participation rate | 93.5% | 72.7%+20.9pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 17.57% | 20.18%-2.6pp | 59.47%-41.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,368 | $2,907-18.5% | $4,333-45.3% | $2,631-10.0% |
| Participant deferral / active EE | $5,404 | $4,590+17.8% | $6,158-12.2% | $4,212+28.3% |
| Admin fee / account holder | $1,703 | $9,357-81.8% | $14,255-88.0% | $7,344-76.8% |