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 | $30,262 | $95,266-68.2% | $82,389-63.3% | $142,382-78.7% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 18.15% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,638 | $2,991-11.8% | $2,517+4.8% | $4,299-38.6% |
| Participant deferral / active EE | $3,492 | $4,809-27.4% | $4,155-15.9% | $6,507-46.3% |
| Admin fee / account holder | $2,951 | $8,563-65.5% | $7,231-59.2% | $12,624-76.6% |