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 | $31,775 | $76,050-58.2% | $96,544-67.1% | $71,457-55.5% |
| Participation rate | 79.2% | 74.4%+4.8pp | 76.0%+3.3pp | 67.9%+11.3pp |
| Annual return | 17.77% | 22.81%-5.0pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,374 | $2,244+5.8% | $2,965-19.9% | $2,588-8.2% |
| Participant deferral / active EE | $5,089 | $4,215+20.7% | $4,851+4.9% | $4,289+18.7% |
| Admin fee / account holder | $2,977 | $2,707+10.0% | $8,252-63.9% | $1,587+87.6% |