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 | $17,760 | $49,227-63.9% | $70,449-74.8% | $79,858-77.8% |
| Participation rate | 70.5% | 69.2%+1.3pp | 75.1%-4.6pp | 69.6%+0.8pp |
| Annual return | 20.57% | 30.06%-9.5pp | 109.03%-88.5pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,603 | $2,099-23.6% | $2,737-41.4% | $2,471-35.1% |
| Participant deferral / active EE | $3,069 | $2,768+10.9% | $3,709-17.3% | $3,740-17.9% |
| Admin fee / account holder | $749 | $2,878-74.0% | $3,845-80.5% | $5,306-85.9% |