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 | $31,185 | $81,248-61.6% | $155,509-79.9% | $80,856-61.4% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 12.97% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,177 | $3,100+2.5% | $4,672-32.0% | $2,755+15.3% |
| Participant deferral / active EE | $4,616 | $3,452+33.7% | $5,626-18.0% | $4,296+7.5% |
| Admin fee / account holder | $5,240 | $7,997-34.5% | $15,912-67.1% | $6,918-24.3% |