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 3-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 | $35,269 | $106,749-67.0% | $145,433-75.7% | $82,448-57.2% |
| Participation rate | 74.7% | 75.6%-1.0pp | 82.1%-7.4pp | 68.1%+6.6pp |
| Annual return | 55.13% | 27.59%+27.5pp | 66.58%-11.4pp | 41.64%+13.5pp |
| Employer contribution / active EE | $1,840 | $3,444-46.6% | $4,554-59.6% | $2,551-27.9% |
| Participant deferral / active EE | $6,858 | $6,519+5.2% | $7,897-13.2% | $4,139+65.7% |
| Admin fee / account holder | $6,608 | $8,390-21.2% | $13,129-49.7% | $7,234-8.7% |