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 6-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 | $63,396 | $57,541+10.2% | $95,745-33.8% | $75,163-15.7% |
| Participation rate | 73.6% | 62.5%+11.1pp | 72.3%+1.4pp | 67.2%+6.4pp |
| Annual return | 26.24% | 34.93%-8.7pp | 28.35%-2.1pp | 160.62%-134.4pp |
| Employer contribution / active EE | $1,915 | $1,808+5.9% | $2,835-32.5% | $2,670-28.3% |
| Participant deferral / active EE | $3,537 | $3,074+15.1% | $4,245-16.7% | $4,125-14.3% |
| Admin fee / account holder | $306 | $4,099-92.5% | $5,678-94.6% | $5,651-94.6% |