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 | $62,245 | $74,927-16.9% | $101,794-38.9% | $84,808-26.6% |
| Participation rate | 95.6% | 61.4%+34.2pp | 69.2%+26.4pp | 68.3%+27.3pp |
| Annual return | 14.24% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $736 | $1,522-51.6% | $2,289-67.8% | $2,631-72.0% |
| Participant deferral / active EE | $4,750 | $3,099+53.3% | $4,084+16.3% | $4,212+12.8% |
| Admin fee / account holder | $2,489 | $6,514-61.8% | $8,777-71.6% | $7,344-66.1% |