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 | $36,379 | $76,367-52.4% | $93,606-61.1% | $72,985-50.2% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 20.13% | 25.82%-5.7pp | 32.76%-12.6pp | 81.00%-60.9pp |
| Employer contribution / active EE | $760 | $2,275-66.6% | $2,718-72.0% | $2,440-68.8% |
| Participant deferral / active EE | $2,856 | $3,538-19.3% | $4,069-29.8% | $3,607-20.8% |
| Admin fee / account holder | $1,168 | $6,838-82.9% | $7,888-85.2% | $5,124-77.2% |