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 5-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 | $44,994 | $109,881-59.1% | $150,045-70.0% | $84,808-46.9% |
| Participation rate | 84.4% | 76.1%+8.3pp | 82.3%+2.1pp | 68.3%+16.1pp |
| Annual return | 29.08% | 28.25%+0.8pp | 62.55%-33.5pp | 40.90%-11.8pp |
| Employer contribution / active EE | $3,688 | $3,561+3.6% | $4,693-21.4% | $2,631+40.2% |
| Participant deferral / active EE | $8,888 | $6,636+33.9% | $7,997+11.1% | $4,212+111.0% |
| Admin fee / account holder | $894 | $8,568-89.6% | $13,435-93.3% | $7,344-87.8% |