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 7-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 | $33,216 | $76,552-56.6% | $123,892-73.2% | $62,891-47.2% |
| Participation rate | 81.3% | 73.0%+8.3pp | 81.4%-0.2pp | 69.3%+11.9pp |
| Annual return | 12.77% | 18.68%-5.9pp | 47.52%-34.7pp | 20.14%-7.4pp |
| Employer contribution / active EE | $2,711 | $2,883-5.9% | $4,617-41.3% | $2,281+18.9% |
| Participant deferral / active EE | $7,135 | $4,840+47.4% | $5,984+19.2% | $3,203+122.8% |
| Admin fee / account holder | $2,709 | $4,826-43.9% | $8,357-67.6% | $4,296-36.9% |