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 8-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 | $34,240 | $65,365-47.6% | $92,893-63.1% | $72,985-53.1% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 20.26% | 42.10%-21.8pp | 109.41%-89.2pp | 81.00%-60.7pp |
| Employer contribution / active EE | $710 | $2,594-72.6% | $3,653-80.6% | $2,440-70.9% |
| Participant deferral / active EE | $3,264 | $3,128+4.3% | $4,236-22.9% | $3,607-9.5% |
| Admin fee / account holder | $909 | $4,251-78.6% | $5,794-84.3% | $5,124-82.3% |