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 | $51,771 | $94,625-45.3% | $116,228-55.5% | $84,808-39.0% |
| Participation rate | 87.5% | 70.4%+17.1pp | 74.6%+12.9pp | 68.3%+19.2pp |
| Annual return | 22.50% | 20.40%+2.1pp | 90.06%-67.6pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,534 | $2,347+8.0% | $2,994-15.4% | $2,631-3.7% |
| Participant deferral / active EE | $5,277 | $3,972+32.8% | $4,953+6.5% | $4,212+25.3% |
| Admin fee / account holder | $2,857 | $10,091-71.7% | $11,989-76.2% | $7,344-61.1% |