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 | $31,823 | $106,515-70.1% | $96,683-67.1% | $139,434-77.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 22.36% | 38.43%-16.1pp | 35.69%-13.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,395 | $4,103-17.3% | $3,737-9.2% | $4,751-28.5% |
| Participant deferral / active EE | $5,907 | $5,454+8.3% | $4,878+21.1% | $6,710-12.0% |
| Admin fee / account holder | $6,989 | $7,877-11.3% | $6,730+3.8% | $11,403-38.7% |