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 | $41,772 | $106,749-60.9% | $145,433-71.3% | $82,448-49.3% |
| Participation rate | 95.5% | 75.6%+19.8pp | 82.1%+13.3pp | 68.1%+27.4pp |
| Annual return | 14.80% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $6,304 | $3,444+83.0% | $4,554+38.4% | $2,551+147.1% |
| Participant deferral / active EE | $4,260 | $6,519-34.7% | $7,897-46.1% | $4,139+2.9% |
| Admin fee / account holder | $7,720 | $8,390-8.0% | $13,129-41.2% | $7,234+6.7% |