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 | $138,347-66.3% | $184,203-74.7% | $80,856-42.4% |
| Participation rate | 74.2% | 83.9%-9.7pp | 86.8%-12.6pp | 67.6%+6.6pp |
| Annual return | 16.93% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $4,184 | $4,850-13.8% | $6,427-34.9% | $2,755+51.9% |
| Participant deferral / active EE | $8,980 | $7,071+27.0% | $9,131-1.7% | $4,296+109.0% |
| Admin fee / account holder | $862 | $10,483-91.8% | $13,901-93.8% | $6,918-87.5% |