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 | $46,663 | $77,899-40.1% | $149,673-68.8% | $75,163-37.9% |
| Participation rate | 75.6% | 65.6%+10.0pp | 78.8%-3.2pp | 67.2%+8.4pp |
| Annual return | 16.27% | 31.72%-15.4pp | 134.42%-118.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $970 | $3,137-69.1% | $4,818-79.9% | $2,670-63.7% |
| Participant deferral / active EE | $2,258 | $3,411-33.8% | $5,680-60.2% | $4,125-45.3% |
| Admin fee / account holder | $1,530 | $5,956-74.3% | $13,210-88.4% | $5,651-72.9% |