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 3-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 | $24,812 | $81,460-69.5% | $103,333-76.0% | $80,856-69.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 74.5%+18.8pp | 67.6%+25.7pp |
| Annual return | 22.75% | 25.55%-2.8pp | 24.88%-2.1pp | 35.59%-12.8pp |
| Employer contribution / active EE | $2,722 | $3,105-12.4% | $3,868-29.6% | $2,755-1.2% |
| Participant deferral / active EE | $7,689 | $3,869+98.7% | $5,057+52.0% | $4,296+79.0% |
| Admin fee / account holder | $644 | $6,566-90.2% | $8,355-92.3% | $6,918-90.7% |