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 | $27,265 | $74,927-63.6% | $101,794-73.2% | $84,808-67.9% |
| Participation rate | 70.6% | 61.4%+9.2pp | 69.2%+1.4pp | 68.3%+2.3pp |
| Annual return | 19.21% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,354 | $1,522-11.0% | $2,289-40.8% | $2,631-48.5% |
| Participant deferral / active EE | $3,147 | $3,099+1.6% | $4,084-22.9% | $4,212-25.3% |
| Admin fee / account holder | $1,566 | $6,514-76.0% | $8,777-82.2% | $7,344-78.7% |