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 7-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 | $41,457 | $86,929-52.3% | $102,423-59.5% | $80,856-48.7% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.7pp | 67.6%+8.1pp |
| Annual return | 29.86% | 18.88%+11.0pp | 29.32%+0.5pp | 35.59%-5.7pp |
| Employer contribution / active EE | $1,096 | $2,369-53.7% | $3,023-63.7% | $2,755-60.2% |
| Participant deferral / active EE | $2,615 | $4,118-36.5% | $5,053-48.2% | $4,296-39.1% |
| Admin fee / account holder | $5,864 | $8,049-27.2% | $9,451-38.0% | $6,918-15.2% |