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 | $52,229 | $81,460-35.9% | $103,333-49.5% | $80,856-35.4% |
| Participation rate | 81.4% | 66.8%+14.6pp | 74.5%+6.9pp | 67.6%+13.8pp |
| Annual return | 18.77% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,393 | $3,105-55.1% | $3,868-64.0% | $2,755-49.4% |
| Participant deferral / active EE | $3,555 | $3,869-8.1% | $5,057-29.7% | $4,296-17.2% |
| Admin fee / account holder | $2,480 | $6,566-62.2% | $8,355-70.3% | $6,918-64.1% |