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 8-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 | $59,364 | $80,968-26.7% | $96,544-38.5% | $75,163-21.0% |
| Participation rate | 73.6% | 71.8%+1.8pp | 76.0%-2.4pp | 67.2%+6.4pp |
| Annual return | 16.29% | 27.06%-10.8pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,294 | $2,282+0.6% | $2,965-22.6% | $2,670-14.1% |
| Participant deferral / active EE | $4,801 | $3,928+22.2% | $4,851-1.0% | $4,125+16.4% |
| Admin fee / account holder | $5,294 | $6,724-21.3% | $8,252-35.8% | $5,651-6.3% |