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 | $41,574 | $87,166-52.3% | $76,735-45.8% | $137,256-69.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 69.5%+8.3pp | 80.0%-2.2pp |
| Annual return | 12.63% | 26.50%-13.9pp | 29.77%-17.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,076 | $2,904+5.9% | $2,454+25.3% | $4,156-26.0% |
| Participant deferral / active EE | $3,512 | $4,726-25.7% | $4,088-14.1% | $6,407-45.2% |
| Admin fee / account holder | $19,988 | $8,403+137.9% | $7,189+178.0% | $12,270+62.9% |