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 | $65,755 | $86,929-24.4% | $102,423-35.8% | $80,856-18.7% |
| Participation rate | 80.4% | 72.4%+8.0pp | 76.5%+3.9pp | 67.6%+12.8pp |
| Annual return | 10.52% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,431 | $2,369+2.6% | $3,023-19.6% | $2,755-11.7% |
| Participant deferral / active EE | $4,931 | $4,118+19.7% | $5,053-2.4% | $4,296+14.8% |
| Admin fee / account holder | $8,242 | $8,049+2.4% | $9,451-12.8% | $6,918+19.1% |