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 5-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 | $26,191 | $74,927-65.0% | $101,794-74.3% | $84,808-69.1% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.2%+14.8pp | 68.3%+15.7pp |
| Annual return | 29.71% | 18.70%+11.0pp | 30.53%-0.8pp | 40.90%-11.2pp |
| Employer contribution / active EE | $1,412 | $1,522-7.2% | $2,289-38.3% | $2,631-46.3% |
| Participant deferral / active EE | $2,921 | $3,099-5.8% | $4,084-28.5% | $4,212-30.7% |
| Admin fee / account holder | $1,913 | $6,514-70.6% | $8,777-78.2% | $7,344-74.0% |