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 | $73,777 | $86,286-14.5% | $111,297-33.7% | $85,850-14.1% |
| Participation rate | 89.1% | 73.3%+15.8pp | 77.3%+11.8pp | 69.3%+19.8pp |
| Annual return | 13.35% | 19.99%-6.6pp | 54.65%-41.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $943 | $2,043-53.9% | $2,731-65.5% | $2,565-63.2% |
| Participant deferral / active EE | $2,355 | $3,641-35.3% | $4,487-47.5% | $3,952-40.4% |
| Admin fee / account holder | $3,909 | $8,188-52.3% | $7,964-50.9% | $6,260-37.6% |