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 | $109,881-67.9% | $150,045-76.5% | $84,808-58.4% |
| Participation rate | 74.7% | 76.1%-1.4pp | 82.3%-7.6pp | 68.3%+6.4pp |
| Annual return | 55.13% | 28.25%+26.9pp | 62.55%-7.4pp | 40.90%+14.2pp |
| Employer contribution / active EE | $1,840 | $3,561-48.3% | $4,693-60.8% | $2,631-30.1% |
| Participant deferral / active EE | $6,858 | $6,636+3.4% | $7,997-14.2% | $4,212+62.8% |
| Admin fee / account holder | $6,608 | $8,568-22.9% | $13,435-50.8% | $7,344-10.0% |