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 8-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 | $34,214 | $94,625-63.8% | $116,228-70.6% | $84,808-59.7% |
| Participation rate | 79.3% | 70.4%+8.9pp | 74.6%+4.8pp | 68.3%+11.0pp |
| Annual return | 19.08% | 20.40%-1.3pp | 90.06%-71.0pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,841 | $2,347-21.6% | $2,994-38.5% | $2,631-30.0% |
| Participant deferral / active EE | $2,709 | $3,972-31.8% | $4,953-45.3% | $4,212-35.7% |
| Admin fee / account holder | $2,263 | $10,091-77.6% | $11,989-81.1% | $7,344-69.2% |