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 | $41,700 | $127,065-67.2% | $113,168-63.2% | $142,382-70.7% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 18.79% | 24.03%-5.2pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,318 | $3,442-3.6% | $2,975+11.5% | $4,299-22.8% |
| Participant deferral / active EE | $5,409 | $5,716-5.4% | $5,107+5.9% | $6,507-16.9% |
| Admin fee / account holder | $7,003 | $15,736-55.5% | $12,068-42.0% | $12,624-44.5% |