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 | $52,417 | $60,349-13.1% | $74,183-29.3% | $62,891-16.7% |
| Participation rate | 77.6% | 72.7%+4.8pp | 76.6%+0.9pp | 69.3%+8.2pp |
| Annual return | 4.81% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,498 | $1,680+48.7% | $2,370+5.4% | $2,281+9.5% |
| Participant deferral / active EE | $3,128 | $2,856+9.5% | $3,550-11.9% | $3,203-2.3% |
| Admin fee / account holder | $10,335 | $4,261+142.5% | $5,586+85.0% | $4,296+140.6% |