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 | $35,003 | $81,446-57.0% | $103,374-66.1% | $80,874-56.7% |
| Participation rate | 90.7% | 66.9%+23.8pp | 74.5%+16.2pp | 67.6%+23.1pp |
| Annual return | 20.56% | 25.57%-5.0pp | 24.89%-4.3pp | 35.62%-15.1pp |
| Employer contribution / active EE | $2,437 | $3,107-21.6% | $3,869-37.0% | $2,756-11.6% |
| Participant deferral / active EE | $5,610 | $3,870+45.0% | $5,058+10.9% | $4,297+30.5% |
| Admin fee / account holder | $7,143 | $6,715+6.4% | $8,394-14.9% | $6,935+3.0% |