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 | $37,253 | $95,803-61.1% | $113,168-67.1% | $84,808-56.1% |
| Participation rate | 76.9% | 72.9%+4.1pp | 76.6%+0.4pp | 68.3%+8.6pp |
| Annual return | 18.89% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,272 | $2,360-3.7% | $2,975-23.6% | $2,631-13.6% |
| Participant deferral / active EE | $2,526 | $4,242-40.4% | $5,107-50.5% | $4,212-40.0% |
| Admin fee / account holder | $312 | $8,989-96.5% | $12,068-97.4% | $7,344-95.8% |