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 7-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 | $63,491 | $91,019-30.2% | $392,568-83.8% | $72,985-13.0% |
| Participation rate | 79.7% | 74.4%+5.4pp | 78.1%+1.7pp | 69.5%+10.2pp |
| Annual return | 23.50% | 20.00%+3.5pp | 24.42%-0.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,654 | $2,751+32.8% | $3,783-3.4% | $2,440+49.7% |
| Participant deferral / active EE | $4,610 | $4,570+0.9% | $5,985-23.0% | $3,607+27.8% |
| Admin fee / account holder | $4,422 | $4,895-9.7% | $6,260-29.4% | $5,124-13.7% |