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 5-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 | $30,606 | $106,515-71.3% | $96,683-68.3% | $139,434-78.0% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 20.38% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,811 | $4,103-31.5% | $3,737-24.8% | $4,751-40.8% |
| Participant deferral / active EE | $7,710 | $5,454+41.4% | $4,878+58.0% | $6,710+14.9% |
| Admin fee / account holder | $1,706 | $7,877-78.3% | $6,730-74.7% | $11,403-85.0% |