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 6-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 | $37,065 | $117,841-68.5% | $102,423-63.8% | $145,922-74.6% |
| Participation rate | 78.3% | 78.6%-0.3pp | 76.5%+1.8pp | 80.3%-2.0pp |
| Annual return | 14.51% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,338 | $3,615-35.3% | $3,023-22.7% | $4,660-49.8% |
| Participant deferral / active EE | $5,656 | $5,731-1.3% | $5,053+11.9% | $6,688-15.4% |
| Admin fee / account holder | $15,256 | $13,326+14.5% | $9,451+61.4% | $13,397+13.9% |