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 | $28,154 | $117,983-76.1% | $101,794-72.3% | $142,382-80.2% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 14.64% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,365 | $2,773+21.4% | $2,289+47.0% | $4,299-21.7% |
| Participant deferral / active EE | $4,563 | $4,714-3.2% | $4,084+11.7% | $6,507-29.9% |
| Admin fee / account holder | $9,649 | $10,433-7.5% | $8,777+9.9% | $12,624-23.6% |