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 6-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 | $30,837 | $106,515-71.0% | $96,683-68.1% | $139,434-77.9% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 32.91% | 38.43%-5.5pp | 35.69%-2.8pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,987 | $4,103-51.6% | $3,737-46.8% | $4,751-58.2% |
| Participant deferral / active EE | $3,247 | $5,454-40.5% | $4,878-33.4% | $6,710-51.6% |
| Admin fee / account holder | $1,287 | $7,877-83.7% | $6,730-80.9% | $11,403-88.7% |