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 | $50,109 | $86,944-42.4% | $107,525-53.4% | $74,304-32.6% |
| Participation rate | 77.5% | 59.6%+18.0pp | 75.1%+2.4pp | 60.3%+17.2pp |
| Annual return | 21.50% | 23.52%-2.0pp | 181.32%-159.8pp | 29.43%-7.9pp |
| Employer contribution / active EE | $2,329 | $2,757-15.5% | $3,754-38.0% | $2,241+3.9% |
| Participant deferral / active EE | $4,283 | $3,554+20.5% | $5,116-16.3% | $3,767+13.7% |
| Admin fee / account holder | $2,432 | $3,727-34.7% | $8,919-72.7% | $2,969-18.1% |