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 9-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 | $35,918 | $72,277-50.3% | $101,248-64.5% | $79,858-55.0% |
| Participation rate | 78.8% | 68.5%+10.3pp | 75.8%+3.0pp | 69.6%+9.2pp |
| Annual return | 21.29% | 22.30%-1.0pp | 46.47%-25.2pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,837 | $2,692-31.7% | $3,660-49.8% | $2,471-25.6% |
| Participant deferral / active EE | $5,015 | $3,282+52.8% | $4,370+14.7% | $3,740+34.1% |
| Admin fee / account holder | $3,455 | $4,400-21.5% | $5,945-41.9% | $5,306-34.9% |