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 | $58,967 | $81,248-27.4% | $155,509-62.1% | $80,856-27.1% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 12.02% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,140 | $3,100-63.2% | $4,672-75.6% | $2,755-58.6% |
| Participant deferral / active EE | $2,663 | $3,452-22.8% | $5,626-52.7% | $4,296-38.0% |
| Admin fee / account holder | $937 | $7,997-88.3% | $15,912-94.1% | $6,918-86.5% |