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 8-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 | $21,271 | $49,227-56.8% | $70,449-69.8% | $79,858-73.4% |
| Participation rate | 93.5% | 69.2%+24.4pp | 75.1%+18.5pp | 69.6%+23.9pp |
| Annual return | 26.27% | 30.06%-3.8pp | 109.03%-82.8pp | 31.71%-5.4pp |
| Employer contribution / active EE | $2,679 | $2,099+27.6% | $2,737-2.1% | $2,471+8.4% |
| Participant deferral / active EE | $3,236 | $2,768+16.9% | $3,709-12.7% | $3,740-13.5% |
| Admin fee / account holder | $2,774 | $2,878-3.6% | $3,845-27.9% | $5,306-47.7% |