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 | $46,108 | $77,899-40.8% | $149,673-69.2% | $75,163-38.7% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 25.06% | 31.72%-6.7pp | 134.42%-109.4pp | 160.62%-135.6pp |
| Employer contribution / active EE | $2,670 | $3,137-14.9% | $4,818-44.6% | $2,6700% |
| Participant deferral / active EE | $6,330 | $3,411+85.6% | $5,680+11.4% | $4,125+53.4% |
| Admin fee / account holder | $640 | $5,956-89.3% | $13,210-95.2% | $5,651-88.7% |