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 | $48,734 | $73,933-34.1% | $96,683-49.6% | $75,163-35.2% |
| Participation rate | 80.6% | 66.4%+14.1pp | 74.3%+6.2pp | 67.2%+13.4pp |
| Annual return | 19.78% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,708 | $2,928-7.5% | $3,737-27.5% | $2,670+1.4% |
| Participant deferral / active EE | $4,850 | $3,659+32.5% | $4,878-0.6% | $4,125+17.6% |
| Admin fee / account holder | $729 | $5,216-86.0% | $6,730-89.2% | $5,651-87.1% |