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 | $24,443 | $77,503-68.5% | $100,391-75.7% | $80,856-69.8% |
| Participation rate | 80.8% | 76.9%+3.8pp | 81.5%-0.7pp | 67.6%+13.1pp |
| Annual return | 34.45% | 37.20%-2.7pp | 49.20%-14.8pp | 35.59%-1.1pp |
| Employer contribution / active EE | $3,227 | $2,801+15.2% | $3,942-18.1% | $2,755+17.1% |
| Participant deferral / active EE | $6,825 | $6,820+0.1% | $8,082-15.5% | $4,296+58.9% |
| Admin fee / account holder | $1,472 | $5,897-75.0% | $7,899-81.4% | $6,918-78.7% |