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 | $35,256 | $95,416-63.0% | $185,823-81.0% | $85,850-58.9% |
| Participation rate | 79.2% | 68.8%+10.5pp | 81.7%-2.5pp | 69.3%+9.9pp |
| Annual return | 11.91% | 23.59%-11.7pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,231 | $3,314-62.9% | $5,167-76.2% | $2,565-52.0% |
| Participant deferral / active EE | $2,104 | $3,423-38.6% | $5,568-62.2% | $3,952-46.8% |
| Admin fee / account holder | $3,095 | $7,213-57.1% | $16,237-80.9% | $6,260-50.6% |