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 8-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 | $21,506 | $56,423-61.9% | $77,163-72.1% | $71,457-69.9% |
| Participation rate | 85.0% | 64.3%+20.6pp | 69.6%+15.4pp | 67.9%+17.0pp |
| Annual return | 32.66% | 19.05%+13.6pp | 37.87%-5.2pp | 28.85%+3.8pp |
| Employer contribution / active EE | $1,818 | $1,866-2.5% | $2,535-28.3% | $2,588-29.7% |
| Participant deferral / active EE | $2,632 | $3,142-16.2% | $3,833-31.4% | $4,289-38.6% |
| Admin fee / account holder | $1,164 | $1,429-18.6% | $5,472-78.7% | $1,587-26.7% |