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 | $31,133 | $72,492-57.1% | $87,100-64.3% | $72,985-57.3% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 25.43% | 24.46%+1.0pp | 28.19%-2.8pp | 81.00%-55.6pp |
| Employer contribution / active EE | $2,570 | $1,894+35.7% | $2,521+1.9% | $2,440+5.3% |
| Participant deferral / active EE | $3,919 | $3,270+19.9% | $4,049-3.2% | $3,607+8.6% |
| Admin fee / account holder | $493 | $5,055-90.2% | $7,497-93.4% | $5,124-90.4% |