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 6-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 | $57,990 | $74,888-22.6% | $71,209-18.6% | $142,382-59.3% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 27.24% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,788 | $2,854-37.4% | $2,721-34.3% | $4,299-58.4% |
| Participant deferral / active EE | $4,559 | $4,454+2.3% | $4,175+9.2% | $6,507-29.9% |
| Admin fee / account holder | $1,356 | $5,568-75.7% | $5,349-74.7% | $12,624-89.3% |