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 | $35,422 | $76,552-53.7% | $123,892-71.4% | $62,891-43.7% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 32.48% | 18.68%+13.8pp | 47.52%-15.0pp | 20.14%+12.3pp |
| Employer contribution / active EE | $2,839 | $2,883-1.5% | $4,617-38.5% | $2,281+24.5% |
| Participant deferral / active EE | $8,225 | $4,840+69.9% | $5,984+37.4% | $3,203+156.8% |
| Admin fee / account holder | $972 | $4,826-79.9% | $8,357-88.4% | $4,296-77.4% |