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 | $37,200 | $72,492-48.7% | $87,100-57.3% | $72,985-49.0% |
| Participation rate | 75.6% | 72.8%+2.8pp | 76.9%-1.3pp | 69.5%+6.1pp |
| Annual return | 18.31% | 24.46%-6.1pp | 28.19%-9.9pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,598 | $1,894-15.6% | $2,521-36.6% | $2,440-34.5% |
| Participant deferral / active EE | $3,099 | $3,270-5.2% | $4,049-23.4% | $3,607-14.1% |
| Admin fee / account holder | $4,352 | $5,055-13.9% | $7,497-42.0% | $5,124-15.1% |