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 9-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 | $50,135 | $73,787-32.1% | $98,716-49.2% | $82,448-39.2% |
| Participation rate | 79.3% | 61.4%+17.9pp | 69.3%+10.0pp | 68.1%+11.2pp |
| Annual return | 20.95% | 18.57%+2.4pp | 31.81%-10.9pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,207 | $1,511-20.1% | $2,279-47.0% | $2,551-52.7% |
| Participant deferral / active EE | $5,053 | $3,081+64.0% | $4,048+24.8% | $4,139+22.1% |
| Admin fee / account holder | $4,691 | $6,500-27.8% | $8,703-46.1% | $7,234-35.2% |