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 | $32,549 | $65,365-50.2% | $92,893-65.0% | $72,985-55.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 24.55% | 42.10%-17.5pp | 109.41%-84.9pp | 81.00%-56.4pp |
| Employer contribution / active EE | $2,394 | $2,594-7.7% | $3,653-34.5% | $2,440-1.9% |
| Participant deferral / active EE | $4,159 | $3,128+32.9% | $4,236-1.8% | $3,607+15.3% |
| Admin fee / account holder | $2,541 | $4,251-40.2% | $5,794-56.1% | $5,124-50.4% |