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 8-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 | $43,991 | $80,717-45.5% | $154,803-71.6% | $84,808-48.1% |
| Participation rate | 75.6% | 66.8%+8.7pp | 78.1%-2.5pp | 68.3%+7.2pp |
| Annual return | 21.74% | 37.96%-16.2pp | 58.88%-37.1pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,837 | $2,761-33.5% | $4,305-57.3% | $2,631-30.2% |
| Participant deferral / active EE | $5,190 | $3,303+57.1% | $5,540-6.3% | $4,212+23.2% |
| Admin fee / account holder | $4,398 | $6,746-34.8% | $14,329-69.3% | $7,344-40.1% |