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 | $34,832 | $117,381-70.3% | $99,443-65.0% | $152,861-77.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 27.95% | 31.87%-3.9pp | 30.72%-2.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $4,902 | $3,013+62.7% | $2,540+93.0% | $4,762+2.9% |
| Participant deferral / active EE | $7,857 | $4,086+92.3% | $3,619+117.1% | $5,850+34.3% |
| Admin fee / account holder | $1,877 | $7,631-75.4% | $6,250-70.0% | $11,596-83.8% |