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 | $51,804 | $148,978-65.2% | $200,582-74.2% | $84,808-38.9% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 23.52% | 28.16%-4.6pp | 42.33%-18.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,465 | $4,815-48.8% | $6,419-61.6% | $2,631-6.3% |
| Participant deferral / active EE | $3,310 | $7,142-53.7% | $9,331-64.5% | $4,212-21.4% |
| Admin fee / account holder | $6,018 | $13,977-56.9% | $16,305-63.1% | $7,344-18.1% |