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 6-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 | $71,216 | $87,870-19.0% | $113,168-37.1% | $74,304-4.2% |
| Participation rate | 72.6% | 70.7%+1.9pp | 76.6%-3.9pp | 60.3%+12.3pp |
| Annual return | 15.54% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $2,459 | $2,277+8.0% | $2,975-17.3% | $2,241+9.7% |
| Participant deferral / active EE | $4,508 | $4,241+6.3% | $5,107-11.7% | $3,767+19.7% |
| Admin fee / account holder | $1,517 | $3,368-55.0% | $12,068-87.4% | $2,969-48.9% |