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 | $26,391 | $70,475-62.6% | $100,516-73.7% | $79,858-67.0% |
| Participation rate | 80.8% | 73.7%+7.1pp | 79.4%+1.4pp | 69.6%+11.1pp |
| Annual return | 19.05% | 21.90%-2.8pp | 30.89%-11.8pp | 31.71%-12.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,960 | $5,181+34.3% | $6,270+11.0% | $3,740+86.1% |
| Admin fee / account holder | $1,757 | $4,478-60.8% | $8,081-78.3% | $5,306-66.9% |