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 | $108,825-67.5% | $156,181-77.4% | $82,448-57.1% |
| Participation rate | 93.5% | 72.4%+21.2pp | 78.8%+14.7pp | 68.1%+25.5pp |
| Annual return | 17.57% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,368 | $2,870-17.5% | $4,294-44.8% | $2,551-7.2% |
| Participant deferral / active EE | $5,404 | $4,577+18.1% | $6,132-11.9% | $4,139+30.6% |
| Admin fee / account holder | $1,703 | $9,341-81.8% | $14,586-88.3% | $7,234-76.5% |