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 8-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 | $42,139 | $80,717-47.8% | $154,803-72.8% | $84,808-50.3% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.5pp | 68.3%+13.3pp |
| Annual return | 22.41% | 37.96%-15.5pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,573 | $2,761-6.8% | $4,305-40.2% | $2,631-2.2% |
| Participant deferral / active EE | $5,373 | $3,303+62.7% | $5,540-3.0% | $4,212+27.6% |
| Admin fee / account holder | $749 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |