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 | $26,529 | $107,452-75.3% | $91,541-71.0% | $142,382-81.4% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 18.25% | 22.06%-3.8pp | 20.50%-2.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,117 | $2,994-62.7% | $2,505-55.4% | $4,299-74.0% |
| Participant deferral / active EE | $2,023 | $4,754-57.4% | $4,008-49.5% | $6,507-68.9% |
| Admin fee / account holder | $893 | $8,834-89.9% | $6,956-87.2% | $12,624-92.9% |