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 9-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 | $34,696 | $58,577-40.8% | $83,333-58.4% | $64,186-45.9% |
| Participation rate | 81.5% | 72.0%+9.4pp | 77.8%+3.7pp | 69.6%+11.9pp |
| Annual return | 6.31% | 9.65%-3.3pp | 10.63%-4.3pp | 7.63%-1.3pp |
| Employer contribution / active EE | $2,451 | $2,098+16.8% | $3,379-27.4% | $2,381+3.0% |
| Participant deferral / active EE | $5,541 | $4,654+19.0% | $5,565-0.4% | $3,470+59.7% |
| Admin fee / account holder | $3,840 | $9,275-58.6% | $7,510-48.9% | $4,888-21.4% |