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 | $21,476 | $89,698-76.1% | $103,464-79.2% | $80,874-73.4% |
| Participation rate | 79.4% | 76.0%+3.4pp | 80.5%-1.1pp | 67.6%+11.8pp |
| Annual return | 20.66% | 22.78%-2.1pp | 23.91%-3.3pp | 35.62%-15.0pp |
| Employer contribution / active EE | $1,115 | $4,018-72.3% | $4,677-76.2% | $2,756-59.6% |
| Participant deferral / active EE | $3,401 | $5,456-37.7% | $6,624-48.7% | $4,297-20.9% |
| Admin fee / account holder | $2,419 | $6,768-64.3% | $9,410-74.3% | $6,935-65.1% |