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 | $106,749-55.3% | $145,433-67.2% | $82,448-42.2% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $3,258 | $3,444-5.4% | $4,554-28.5% | $2,551+27.7% |
| Participant deferral / active EE | $4,582 | $6,519-29.7% | $7,897-42.0% | $4,139+10.7% |
| Admin fee / account holder | $1,303 | $8,390-84.5% | $13,129-90.1% | $7,234-82.0% |