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 | $34,782 | $80,968-57.0% | $96,544-64.0% | $75,163-53.7% |
| Participation rate | 74.5% | 71.8%+2.7pp | 76.0%-1.5pp | 67.2%+7.3pp |
| Annual return | 21.69% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,022 | $2,282-11.4% | $2,965-31.8% | $2,670-24.3% |
| Participant deferral / active EE | $4,152 | $3,928+5.7% | $4,851-14.4% | $4,125+0.7% |
| Admin fee / account holder | $5,095 | $6,724-24.2% | $8,252-38.3% | $5,651-9.8% |