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 | $31,525 | $56,484-44.2% | $169,463-81.4% | $64,186-50.9% |
| Participation rate | 85.7% | 64.5%+21.2pp | 77.8%+7.9pp | 69.6%+16.1pp |
| Annual return | 50.61% | -1.55%+52.2pp | 1.83%+48.8pp | 7.63%+43.0pp |
| Employer contribution / active EE | $1,645 | $1,832-10.2% | $4,159-60.4% | $2,381-30.9% |
| Participant deferral / active EE | $2,390 | $3,448-30.7% | $5,277-54.7% | $3,470-31.1% |
| Admin fee / account holder | $8,744 | $4,174+109.5% | $9,109-4.0% | $4,888+78.9% |