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 | $34,026 | $77,899-56.3% | $149,673-77.3% | $75,163-54.7% |
| Participation rate | 79.5% | 65.6%+13.9pp | 78.8%+0.7pp | 67.2%+12.3pp |
| Annual return | 19.46% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,900 | $3,137-39.4% | $4,818-60.6% | $2,670-28.8% |
| Participant deferral / active EE | $3,712 | $3,411+8.8% | $5,680-34.6% | $4,125-10.0% |
| Admin fee / account holder | $3,170 | $5,956-46.8% | $13,210-76.0% | $5,651-43.9% |