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 | $42,357 | $81,248-47.9% | $155,509-72.8% | $80,856-47.6% |
| Participation rate | 86.3% | 66.2%+20.1pp | 78.2%+8.1pp | 67.6%+18.7pp |
| Annual return | 14.46% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,165 | $3,100-30.2% | $4,672-53.7% | $2,755-21.4% |
| Participant deferral / active EE | $4,452 | $3,452+29.0% | $5,626-20.9% | $4,296+3.6% |
| Admin fee / account holder | $1,134 | $7,997-85.8% | $15,912-92.9% | $6,918-83.6% |