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 | $50,993 | $95,803-46.8% | $113,168-54.9% | $84,808-39.9% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 17.70% | 25.00%-7.3pp | 24.27%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,539 | $2,360+7.6% | $2,975-14.7% | $2,631-3.5% |
| Participant deferral / active EE | $4,625 | $4,242+9.0% | $5,107-9.4% | $4,212+9.8% |
| Admin fee / account holder | $894 | $8,989-90.1% | $12,068-92.6% | $7,344-87.8% |