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 6-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 | $45,947 | $77,314-40.6% | $177,989-74.2% | $80,856-43.2% |
| Participation rate | 86.1% | 65.7%+20.4pp | 77.1%+9.0pp | 67.6%+18.4pp |
| Annual return | 13.80% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,174 | $2,292-5.1% | $3,949-44.9% | $2,755-21.1% |
| Participant deferral / active EE | $3,200 | $4,411-27.4% | $6,276-49.0% | $4,296-25.5% |
| Admin fee / account holder | $2,027 | $7,191-71.8% | $10,363-80.4% | $6,918-70.7% |