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 | $30,963 | $95,416-67.5% | $185,823-83.3% | $85,850-63.9% |
| Participation rate | 92.9% | 68.8%+24.1pp | 81.7%+11.2pp | 69.3%+23.5pp |
| Annual return | 21.49% | 23.59%-2.1pp | 122.05%-100.6pp | 318.53%-297.0pp |
| Employer contribution / active EE | $2,077 | $3,314-37.3% | $5,167-59.8% | $2,565-19.0% |
| Participant deferral / active EE | $4,616 | $3,423+34.8% | $5,568-17.1% | $3,952+16.8% |
| Admin fee / account holder | $6,448 | $7,213-10.6% | $16,237-60.3% | $6,260+3.0% |