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 | $42,161 | $61,605-31.6% | $112,229-62.4% | $75,163-43.9% |
| Participation rate | 70.1% | 61.7%+8.4pp | 72.4%-2.3pp | 67.2%+2.9pp |
| Annual return | 19.02% | 28.47%-9.4pp | 30.20%-11.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,757 | $2,015-12.8% | $3,430-48.8% | $2,670-34.2% |
| Participant deferral / active EE | $3,526 | $3,108+13.4% | $4,798-26.5% | $4,125-14.5% |
| Admin fee / account holder | $3,329 | $4,862-31.5% | $7,748-57.0% | $5,651-41.1% |