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 8-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 | $33,209 | $83,477-60.2% | $125,175-73.5% | $72,985-54.5% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 24.52% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,486 | $2,345+6.0% | $3,865-35.7% | $2,440+1.9% |
| Participant deferral / active EE | $3,373 | $3,585-5.9% | $4,937-31.7% | $3,607-6.5% |
| Admin fee / account holder | $2,341 | $5,517-57.6% | $9,702-75.9% | $5,124-54.3% |