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 | $37,609 | $80,673-53.4% | $101,326-62.9% | $84,808-55.7% |
| Participation rate | 72.4% | 77.8%-5.4pp | 81.5%-9.1pp | 68.3%+4.1pp |
| Annual return | 44.94% | 38.95%+6.0pp | 36.82%+8.1pp | 40.90%+4.0pp |
| Employer contribution / active EE | $989 | $2,698-63.3% | $3,665-73.0% | $2,631-62.4% |
| Participant deferral / active EE | $2,894 | $6,840-57.7% | $7,994-63.8% | $4,212-31.3% |
| Admin fee / account holder | $1,275 | $12,784-90.0% | $11,185-88.6% | $7,344-82.6% |