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 | $49,778 | $81,248-38.7% | $155,509-68.0% | $80,856-38.4% |
| Participation rate | 76.4% | 66.2%+10.1pp | 78.2%-1.8pp | 67.6%+8.7pp |
| Annual return | 23.06% | 33.31%-10.2pp | 64.67%-41.6pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,269 | $3,100-26.8% | $4,672-51.4% | $2,755-17.6% |
| Participant deferral / active EE | $5,743 | $3,452+66.4% | $5,626+2.1% | $4,296+33.7% |
| Admin fee / account holder | $2,542 | $7,997-68.2% | $15,912-84.0% | $6,918-63.3% |