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 | $50,094 | $109,881-54.4% | $150,045-66.6% | $84,808-40.9% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 32.61% | 28.25%+4.4pp | 62.55%-29.9pp | 40.90%-8.3pp |
| Employer contribution / active EE | $3,762 | $3,561+5.6% | $4,693-19.8% | $2,631+43.0% |
| Participant deferral / active EE | $10,021 | $6,636+51.0% | $7,997+25.3% | $4,212+137.9% |
| Admin fee / account holder | $1,573 | $8,568-81.6% | $13,435-88.3% | $7,344-78.6% |