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 | $65,561-42.9% | $91,541-59.1% | $74,304-49.6% |
| Participation rate | 91.0% | 56.6%+34.4pp | 69.8%+21.2pp | 60.3%+30.6pp |
| Annual return | 16.97% | 17.68%-0.7pp | 20.50%-3.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,349 | $1,717-21.4% | $2,505-46.1% | $2,241-39.8% |
| Participant deferral / active EE | $2,757 | $2,918-5.5% | $4,008-31.2% | $3,767-26.8% |
| Admin fee / account holder | $1,144 | $3,333-65.7% | $6,956-83.6% | $2,969-61.5% |