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 6-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 | $42,530 | $86,929-51.1% | $102,423-58.5% | $80,856-47.4% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 14.64% | 18.88%-4.2pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,626 | $2,369+10.8% | $3,023-13.1% | $2,755-4.7% |
| Participant deferral / active EE | $5,603 | $4,118+36.0% | $5,053+10.9% | $4,296+30.4% |
| Admin fee / account holder | $1,076 | $8,049-86.6% | $9,451-88.6% | $6,918-84.4% |