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 | $34,518 | $76,407-54.8% | $150,298-77.0% | $82,448-58.1% |
| Participation rate | 73.6% | 66.4%+7.2pp | 77.8%-4.2pp | 68.1%+5.5pp |
| Annual return | 20.34% | 39.99%-19.7pp | 62.79%-42.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,369 | $2,614-47.6% | $4,154-67.0% | $2,551-46.3% |
| Participant deferral / active EE | $4,870 | $3,214+51.5% | $5,453-10.7% | $4,139+17.6% |
| Admin fee / account holder | $1,638 | $6,352-74.2% | $14,116-88.4% | $7,234-77.4% |