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 9-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 | $37,885 | $140,940-73.1% | $112,229-66.2% | $139,434-72.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 15.04% | 32.71%-17.7pp | 30.20%-15.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,593 | $4,283-39.5% | $3,430-24.4% | $4,751-45.4% |
| Participant deferral / active EE | $4,530 | $5,874-22.9% | $4,798-5.6% | $6,710-32.5% |
| Admin fee / account holder | $11,022 | $9,954+10.7% | $7,748+42.2% | $11,403-3.3% |