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 | $34,077 | $95,803-64.4% | $113,168-69.9% | $84,808-59.8% |
| Participation rate | 89.7% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.4pp |
| Annual return | 24.72% | 25.00%-0.3pp | 24.27%+0.5pp | 40.90%-16.2pp |
| Employer contribution / active EE | $3,838 | $2,360+62.6% | $2,975+29.0% | $2,631+45.9% |
| Participant deferral / active EE | $5,200 | $4,242+22.6% | $5,107+1.8% | $4,212+23.5% |
| Admin fee / account holder | $2,885 | $8,989-67.9% | $12,068-76.1% | $7,344-60.7% |