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 | $40,163 | $73,787-45.6% | $98,716-59.3% | $82,448-51.3% |
| Participation rate | 88.2% | 61.4%+26.8pp | 69.3%+18.9pp | 68.1%+20.2pp |
| Annual return | 14.63% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,651 | $1,511+9.3% | $2,279-27.5% | $2,551-35.3% |
| Participant deferral / active EE | $3,479 | $3,081+12.9% | $4,048-14.0% | $4,139-15.9% |
| Admin fee / account holder | $7,025 | $6,500+8.1% | $8,703-19.3% | $7,234-2.9% |