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 | $27,316 | $76,407-64.2% | $150,298-81.8% | $82,448-66.9% |
| Participation rate | 96.3% | 66.4%+29.9pp | 77.8%+18.6pp | 68.1%+28.3pp |
| Annual return | 24.51% | 39.99%-15.5pp | 62.79%-38.3pp | 41.64%-17.1pp |
| Employer contribution / active EE | $2,741 | $2,614+4.9% | $4,154-34.0% | $2,551+7.5% |
| Participant deferral / active EE | $3,981 | $3,214+23.8% | $5,453-27.0% | $4,139-3.8% |
| Admin fee / account holder | $617 | $6,352-90.3% | $14,116-95.6% | $7,234-91.5% |