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 6-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 | $28,013 | $46,869-40.2% | $122,332-77.1% | $70,131-60.1% |
| Participation rate | 70.3% | 58.2%+12.1pp | 71.6%-1.4pp | 69.5%+0.7pp |
| Annual return | 17.21% | 24.22%-7.0pp | 30.27%-13.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,446 | $1,288+12.3% | $4,050-64.3% | $2,342-38.3% |
| Participant deferral / active EE | $1,233 | $2,166-43.1% | $3,287-62.5% | $3,332-63.0% |
| Admin fee / account holder | $473 | $3,322-85.8% | $5,478-91.4% | $4,645-89.8% |