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 | $52,751 | $77,523-32.0% | $100,383-47.4% | $80,874-34.8% |
| Participation rate | 88.6% | 77.0%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 16.61% | 37.21%-20.6pp | 49.26%-32.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $2,598 | $2,801-7.3% | $3,944-34.1% | $2,756-5.7% |
| Participant deferral / active EE | $4,956 | $6,822-27.3% | $8,086-38.7% | $4,297+15.3% |
| Admin fee / account holder | $413 | $5,899-93.0% | $7,900-94.8% | $6,935-94.0% |