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 | $39,396 | $93,571-57.9% | $135,903-71.0% | $75,163-47.6% |
| Participation rate | 90.4% | 75.2%+15.2pp | 81.9%+8.5pp | 67.2%+23.2pp |
| Annual return | 24.18% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,515 | $3,537-28.9% | $4,856-48.2% | $2,670-5.8% |
| Participant deferral / active EE | $6,487 | $6,404+1.3% | $7,758-16.4% | $4,125+57.3% |
| Admin fee / account holder | $2,602 | $6,975-62.7% | $10,762-75.8% | $5,651-53.9% |