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 | $79,498 | $239,571-66.8% | $183,328-56.6% | $137,256-42.1% |
| Participation rate | 85.7% | 82.4%+3.3pp | 77.3%+8.4pp | 80.0%+5.8pp |
| Annual return | 18.94% | 35.69%-16.7pp | 29.67%-10.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,763 | $6,148-38.8% | $5,055-25.6% | $4,156-9.5% |
| Participant deferral / active EE | $6,246 | $7,995-21.9% | $6,795-8.1% | $6,407-2.5% |
| Admin fee / account holder | $21,561 | $30,059-28.3% | $21,427+0.6% | $12,270+75.7% |