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 | $31,640 | $71,829-56.0% | $69,780-54.7% | $142,382-77.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.3%+0.7pp | 80.1%-0.1pp |
| Annual return | 45.88% | 31.01%+14.9pp | 26.31%+19.6pp | 217.08%-171.2pp |
| Employer contribution / active EE | $3,390 | $4,385-22.7% | $4,168-18.7% | $4,299-21.1% |
| Participant deferral / active EE | $6,210 | $6,819-8.9% | $6,164+0.7% | $6,507-4.6% |
| Admin fee / account holder | $496 | $7,818-93.7% | $7,285-93.2% | $12,624-96.1% |