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 7-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 | $49,094 | $95,453-48.6% | $112,040-56.2% | $82,448-40.5% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 17.14% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,494 | $2,318+7.6% | $2,954-15.6% | $2,551-2.2% |
| Participant deferral / active EE | $6,640 | $4,224+57.2% | $5,098+30.3% | $4,139+60.4% |
| Admin fee / account holder | $1,411 | $9,013-84.3% | $12,098-88.3% | $7,234-80.5% |