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 | $31,225 | $74,888-58.3% | $71,209-56.2% | $142,382-78.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 14.81% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,967 | $2,854-31.1% | $2,721-27.7% | $4,299-54.2% |
| Participant deferral / active EE | $3,687 | $4,454-17.2% | $4,175-11.7% | $6,507-43.3% |
| Admin fee / account holder | $20,729 | $5,568+272.3% | $5,349+287.6% | $12,624+64.2% |