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 | $43,404 | $81,233-46.6% | $155,567-72.1% | $80,874-46.3% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 15.45% | 33.33%-17.9pp | 64.74%-49.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $1,878 | $3,101-39.5% | $4,674-59.8% | $2,756-31.9% |
| Participant deferral / active EE | $8,368 | $3,452+142.4% | $5,628+48.7% | $4,297+94.8% |
| Admin fee / account holder | $1,710 | $7,998-78.6% | $15,916-89.3% | $6,935-75.3% |