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 8-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 | $41,897 | $73,933-43.3% | $96,683-56.7% | $75,163-44.3% |
| Participation rate | 71.9% | 66.4%+5.5pp | 74.3%-2.5pp | 67.2%+4.7pp |
| Annual return | 17.18% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,544 | $2,928-13.1% | $3,737-31.9% | $2,670-4.7% |
| Participant deferral / active EE | $4,617 | $3,659+26.2% | $4,878-5.4% | $4,125+11.9% |
| Admin fee / account holder | $6,546 | $5,216+25.5% | $6,730-2.7% | $5,651+15.8% |