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 | $47,500 | $58,512-18.8% | $84,015-43.5% | $72,985-34.9% |
| Participation rate | 75.7% | 61.2%+14.4pp | 69.0%+6.7pp | 69.5%+6.2pp |
| Annual return | 22.15% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $580 | $1,163-50.1% | $1,983-70.8% | $2,440-76.2% |
| Participant deferral / active EE | $2,722 | $2,394+13.7% | $3,239-16.0% | $3,607-24.5% |
| Admin fee / account holder | $19,876 | $4,569+335.0% | $6,101+225.8% | $5,124+287.9% |