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 | $57,531 | $60,022-4.2% | $88,946-35.3% | $84,808-32.2% |
| Participation rate | 70.4% | 57.8%+12.5pp | 68.8%+1.5pp | 68.3%+2.1pp |
| Annual return | 16.99% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,269 | $1,703+92.0% | $2,555+27.9% | $2,631+24.2% |
| Participant deferral / active EE | $7,039 | $3,114+126.1% | $4,581+53.6% | $4,212+67.1% |
| Admin fee / account holder | $348 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |