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 | $59,047 | $86,929-32.1% | $102,423-42.4% | $80,856-27.0% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 14.96% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,856 | $2,369-21.7% | $3,023-38.6% | $2,755-32.6% |
| Participant deferral / active EE | $3,336 | $4,118-19.0% | $5,053-34.0% | $4,296-22.3% |
| Admin fee / account holder | $1,016 | $8,049-87.4% | $9,451-89.3% | $6,918-85.3% |