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 | $57,779 | $56,114+3.0% | $96,139-39.9% | $85,850-32.7% |
| Participation rate | 72.5% | 56.7%+15.8pp | 68.4%+4.1pp | 69.3%+3.2pp |
| Annual return | 14.48% | 42.30%-27.8pp | 191.94%-177.5pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,249 | $1,620+38.9% | $2,797-19.6% | $2,565-12.3% |
| Participant deferral / active EE | $5,441 | $2,859+90.3% | $4,349+25.1% | $3,952+37.7% |
| Admin fee / account holder | $1,102 | $3,768-70.8% | $5,537-80.1% | $6,260-82.4% |