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 | $36,775 | $73,933-50.3% | $96,683-62.0% | $75,163-51.1% |
| Participation rate | 92.3% | 66.4%+25.9pp | 74.3%+18.0pp | 67.2%+25.1pp |
| Annual return | 14.95% | 26.70%-11.8pp | 35.69%-20.7pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,110 | $2,928-27.9% | $3,737-43.5% | $2,670-21.0% |
| Participant deferral / active EE | $4,061 | $3,659+11.0% | $4,878-16.8% | $4,125-1.6% |
| Admin fee / account holder | $3,057 | $5,216-41.4% | $6,730-54.6% | $5,651-45.9% |