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 | $45,577 | $123,793-63.2% | $177,821-74.4% | $79,858-42.9% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 12.38% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,694 | $4,095-58.6% | $5,918-71.4% | $2,471-31.5% |
| Participant deferral / active EE | $6,143 | $5,956+3.1% | $7,714-20.4% | $3,740+64.2% |
| Admin fee / account holder | $6,618 | $7,243-8.6% | $12,427-46.7% | $5,306+24.7% |