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 | $57,575 | $99,985-42.4% | $146,665-60.7% | $85,850-32.9% |
| Participation rate | 80.0% | 73.1%+6.9pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 15.87% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,905 | $2,559-25.5% | $4,136-53.9% | $2,565-25.7% |
| Participant deferral / active EE | $4,159 | $4,006+3.8% | $5,506-24.5% | $3,952+5.2% |
| Admin fee / account holder | $22,624 | $7,702+193.7% | $10,280+120.1% | $6,260+261.4% |