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 | $37,118 | $79,944-53.6% | $98,439-62.3% | $75,163-50.6% |
| Participation rate | 71.2% | 70.4%+0.8pp | 75.2%-3.9pp | 67.2%+4.0pp |
| Annual return | 20.66% | 19.75%+0.9pp | 21.16%-0.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,138 | $2,264-5.6% | $3,048-29.9% | $2,670-19.9% |
| Participant deferral / active EE | $3,859 | $3,752+2.9% | $4,738-18.5% | $4,125-6.4% |
| Admin fee / account holder | $2,771 | $6,840-59.5% | $8,948-69.0% | $5,651-51.0% |