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 5-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 | $40,416 | $78,520-48.5% | $96,576-58.2% | $82,448-51.0% |
| Participation rate | 76.1% | 77.7%-1.6pp | 81.4%-5.3pp | 68.1%+8.1pp |
| Annual return | 56.86% | 41.30%+15.6pp | 38.47%+18.4pp | 41.64%+15.2pp |
| Employer contribution / active EE | $2,674 | $2,630+1.7% | $3,553-24.7% | $2,551+4.8% |
| Participant deferral / active EE | $6,520 | $6,754-3.5% | $7,956-18.0% | $4,139+57.5% |
| Admin fee / account holder | $2,407 | $13,455-82.1% | $11,381-78.9% | $7,234-66.7% |