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 | $68,167 | $80,717-15.5% | $154,803-56.0% | $84,808-19.6% |
| Participation rate | 88.4% | 66.8%+21.6pp | 78.1%+10.3pp | 68.3%+20.1pp |
| Annual return | 17.67% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,355 | $2,761+166.4% | $4,305+70.8% | $2,631+179.5% |
| Participant deferral / active EE | $4,700 | $3,303+42.3% | $5,540-15.2% | $4,212+11.6% |
| Admin fee / account holder | $2,582 | $6,746-61.7% | $14,329-82.0% | $7,344-64.8% |