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 | $31,914 | $91,190-65.0% | $178,490-82.1% | $79,858-60.0% |
| Participation rate | 79.4% | 69.2%+10.2pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,987 | $3,256-39.0% | $5,011-60.3% | $2,471-19.6% |
| Participant deferral / active EE | $3,949 | $3,236+22.0% | $5,202-24.1% | $3,740+5.6% |
| Admin fee / account holder | $799 | $6,751-88.2% | $13,984-94.3% | $5,306-84.9% |