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 | $77,503-31.9% | $100,391-47.5% | $80,856-34.8% |
| Participation rate | 88.6% | 76.9%+11.6pp | 81.5%+7.1pp | 67.6%+20.9pp |
| Annual return | 16.61% | 37.20%-20.6pp | 49.20%-32.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,598 | $2,801-7.2% | $3,942-34.1% | $2,755-5.7% |
| Participant deferral / active EE | $4,956 | $6,820-27.3% | $8,082-38.7% | $4,296+15.4% |
| Admin fee / account holder | $413 | $5,897-93.0% | $7,899-94.8% | $6,918-94.0% |