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 9-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 | $25,743 | $53,018-51.4% | $70,014-63.2% | $62,891-59.1% |
| Participation rate | 84.6% | 67.2%+17.4pp | 71.8%+12.8pp | 69.3%+15.3pp |
| Annual return | 8.29% | 13.35%-5.1pp | 12.99%-4.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,539 | $1,799-14.4% | $2,338-34.2% | $2,281-32.5% |
| Participant deferral / active EE | $3,304 | $2,395+38.0% | $2,931+12.7% | $3,203+3.2% |
| Admin fee / account holder | $408 | $3,690-88.9% | $4,380-90.7% | $4,296-90.5% |