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 | $31,203 | $86,929-64.1% | $102,423-69.5% | $80,856-61.4% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.6%+16.7pp |
| Annual return | 14.06% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,250 | $2,369-5.0% | $3,023-25.6% | $2,755-18.3% |
| Participant deferral / active EE | $5,855 | $4,118+42.2% | $5,053+15.9% | $4,296+36.3% |
| Admin fee / account holder | $2,161 | $8,049-73.2% | $9,451-77.1% | $6,918-68.8% |