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 | $39,270 | $80,968-51.5% | $96,544-59.3% | $75,163-47.8% |
| Participation rate | 78.6% | 71.8%+6.8pp | 76.0%+2.6pp | 67.2%+11.4pp |
| Annual return | 21.65% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,142 | $2,282-6.1% | $2,965-27.7% | $2,670-19.8% |
| Participant deferral / active EE | $5,654 | $3,928+43.9% | $4,851+16.5% | $4,125+37.1% |
| Admin fee / account holder | $1,290 | $6,724-80.8% | $8,252-84.4% | $5,651-77.2% |