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 | $47,670 | $109,881-56.6% | $150,045-68.2% | $84,808-43.8% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 17.36% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,258 | $3,561-8.5% | $4,693-30.6% | $2,631+23.8% |
| Participant deferral / active EE | $4,582 | $6,636-30.9% | $7,997-42.7% | $4,212+8.8% |
| Admin fee / account holder | $1,303 | $8,568-84.8% | $13,435-90.3% | $7,344-82.3% |