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 | $46,561 | $138,385-66.4% | $184,200-74.7% | $80,874-42.4% |
| Participation rate | 74.2% | 83.9%-9.7pp | 86.8%-12.6pp | 67.6%+6.5pp |
| Annual return | 16.93% | 20.02%-3.1pp | 28.80%-11.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $4,184 | $4,849-13.7% | $6,424-34.9% | $2,756+51.8% |
| Participant deferral / active EE | $8,980 | $7,073+27.0% | $9,132-1.7% | $4,297+109.0% |
| Admin fee / account holder | $862 | $10,483-91.8% | $13,907-93.8% | $6,935-87.6% |