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 | $34,335 | $72,492-52.6% | $87,100-60.6% | $72,985-53.0% |
| Participation rate | 90.3% | 72.8%+17.5pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 18.43% | 24.46%-6.0pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,939 | $1,894+2.4% | $2,521-23.1% | $2,440-20.5% |
| Participant deferral / active EE | $3,116 | $3,270-4.7% | $4,049-23.0% | $3,607-13.6% |
| Admin fee / account holder | $6,410 | $5,055+26.8% | $7,497-14.5% | $5,124+25.1% |