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 5-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 | $54,611 | $109,881-50.3% | $150,045-63.6% | $84,808-35.6% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 15.05% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,625 | $3,561+1.8% | $4,693-22.8% | $2,631+37.8% |
| Participant deferral / active EE | $6,434 | $6,636-3.0% | $7,997-19.5% | $4,212+52.8% |
| Admin fee / account holder | $2,522 | $8,568-70.6% | $13,435-81.2% | $7,344-65.7% |