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 | $47,396 | $138,347-65.7% | $184,203-74.3% | $80,856-41.4% |
| Participation rate | 84.1% | 83.9%+0.3pp | 86.8%-2.7pp | 67.6%+16.5pp |
| Annual return | 19.65% | 20.02%-0.4pp | 28.81%-9.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,760 | $4,850-63.7% | $6,427-72.6% | $2,755-36.1% |
| Participant deferral / active EE | $3,537 | $7,071-50.0% | $9,131-61.3% | $4,296-17.7% |
| Admin fee / account holder | $4,581 | $10,483-56.3% | $13,901-67.0% | $6,918-33.8% |