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 3-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 | $32,074 | $109,881-70.8% | $150,045-78.6% | $84,808-62.2% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 24.46% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $3,636 | $3,561+2.1% | $4,693-22.5% | $2,631+38.2% |
| Participant deferral / active EE | $7,400 | $6,636+11.5% | $7,997-7.5% | $4,212+75.7% |
| Admin fee / account holder | $2,419 | $8,568-71.8% | $13,435-82.0% | $7,344-67.1% |