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 8-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 | $38,519 | $93,571-58.8% | $135,903-71.7% | $75,163-48.8% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 31.45% | 30.90%+0.5pp | 68.23%-36.8pp | 160.62%-129.2pp |
| Employer contribution / active EE | $1,917 | $3,537-45.8% | $4,856-60.5% | $2,670-28.2% |
| Participant deferral / active EE | $7,703 | $6,404+20.3% | $7,758-0.7% | $4,125+86.7% |
| Admin fee / account holder | $1,933 | $6,975-72.3% | $10,762-82.0% | $5,651-65.8% |