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 | $74,596 | $76,367-2.3% | $93,606-20.3% | $72,985+2.2% |
| Participation rate | 74.0% | 71.7%+2.2pp | 75.8%-1.9pp | 69.5%+4.5pp |
| Annual return | 78.87% | 25.82%+53.0pp | 32.76%+46.1pp | 81.00%-2.1pp |
| Employer contribution / active EE | $896 | $2,275-60.6% | $2,718-67.0% | $2,440-63.3% |
| Participant deferral / active EE | $1,809 | $3,538-48.9% | $4,069-55.5% | $3,607-49.8% |
| Admin fee / account holder | $401 | $6,838-94.1% | $7,888-94.9% | $5,124-92.2% |