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 | $124,425-66.5% | $112,040-62.8% | $137,256-69.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 18.79% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,318 | $3,411-2.7% | $2,954+12.3% | $4,156-20.2% |
| Participant deferral / active EE | $5,409 | $5,718-5.4% | $5,098+6.1% | $6,407-15.6% |
| Admin fee / account holder | $7,003 | $15,207-53.9% | $12,098-42.1% | $12,270-42.9% |