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 | $54,359 | $73,933-26.5% | $96,683-43.8% | $75,163-27.7% |
| Participation rate | 73.8% | 66.4%+7.3pp | 74.3%-0.6pp | 67.2%+6.6pp |
| Annual return | 18.74% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,895 | $2,928-35.3% | $3,737-49.3% | $2,670-29.0% |
| Participant deferral / active EE | $3,742 | $3,659+2.3% | $4,878-23.3% | $4,125-9.3% |
| Admin fee / account holder | $4,628 | $5,216-11.3% | $6,730-31.2% | $5,651-18.1% |