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 | $37,423 | $63,904-41.4% | $89,340-58.1% | $67,986-45.0% |
| Participation rate | 91.0% | 54.3%+36.6pp | 69.6%+21.4pp | 57.2%+33.8pp |
| Annual return | 16.97% | 18.09%-1.1pp | 20.57%-3.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,349 | $1,627-17.1% | $2,231-39.5% | $2,019-33.2% |
| Participant deferral / active EE | $2,757 | $2,691+2.4% | $3,823-27.9% | $3,358-17.9% |
| Admin fee / account holder | $1,144 | $3,315-65.5% | $6,704-82.9% | $3,203-64.3% |