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 | $22,837 | $46,553-50.9% | $64,056-64.3% | $75,163-69.6% |
| Participation rate | 92.0% | 65.9%+26.1pp | 72.3%+19.7pp | 67.2%+24.8pp |
| Annual return | 14.46% | 26.03%-11.6pp | 33.69%-19.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,201 | $1,974+11.5% | $2,747-19.9% | $2,670-17.6% |
| Participant deferral / active EE | $5,360 | $2,837+89.0% | $3,880+38.1% | $4,125+29.9% |
| Admin fee / account holder | $2,389 | $2,952-19.1% | $3,068-22.1% | $5,651-57.7% |