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 | $40,534 | $80,968-49.9% | $96,544-58.0% | $75,163-46.1% |
| Participation rate | 76.2% | 71.8%+4.4pp | 76.0%+0.2pp | 67.2%+9.0pp |
| Annual return | 16.98% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,116 | $2,282-7.3% | $2,965-28.6% | $2,670-20.7% |
| Participant deferral / active EE | $3,728 | $3,928-5.1% | $4,851-23.2% | $4,125-9.6% |
| Admin fee / account holder | $4,174 | $6,724-37.9% | $8,252-49.4% | $5,651-26.1% |