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 | $37,308 | $76,407-51.2% | $150,298-75.2% | $82,448-54.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 14.12% | 39.99%-25.9pp | 62.79%-48.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,281 | $2,614-51.0% | $4,154-69.2% | $2,551-49.8% |
| Participant deferral / active EE | $2,353 | $3,214-26.8% | $5,453-56.8% | $4,139-43.1% |
| Admin fee / account holder | $631 | $6,352-90.1% | $14,116-95.5% | $7,234-91.3% |