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 6-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 | $35,737 | $117,841-69.7% | $102,423-65.1% | $145,922-75.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 13.77% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,001 | $3,615+10.7% | $3,023+32.3% | $4,660-14.1% |
| Participant deferral / active EE | $4,089 | $5,731-28.6% | $5,053-19.1% | $6,688-38.9% |
| Admin fee / account holder | $4,749 | $13,326-64.4% | $9,451-49.8% | $13,397-64.6% |