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 | $21,685 | $76,407-71.6% | $150,298-85.6% | $82,448-73.7% |
| Participation rate | 87.1% | 66.4%+20.7pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 19.72% | 39.99%-20.3pp | 62.79%-43.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,117 | $2,614-19.0% | $4,154-49.0% | $2,551-17.0% |
| Participant deferral / active EE | $3,307 | $3,214+2.9% | $5,453-39.3% | $4,139-20.1% |
| Admin fee / account holder | $485 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |