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 | $44,788 | $78,926-43.3% | $136,749-67.2% | $84,808-47.2% |
| Participation rate | 80.0% | 62.2%+17.8pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 16.57% | 18.17%-1.6pp | 24.33%-7.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,221 | $2,134+4.1% | $3,400-34.7% | $2,631-15.6% |
| Participant deferral / active EE | $3,706 | $3,168+17.0% | $4,692-21.0% | $4,212-12.0% |
| Admin fee / account holder | $2,128 | $6,369-66.6% | $11,386-81.3% | $7,344-71.0% |