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 | $27,462 | $67,606-59.4% | $82,313-66.6% | $70,131-60.8% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.9%+11.2pp | 69.5%+18.5pp |
| Annual return | 21.97% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,962 | $1,755+11.8% | $2,428-19.2% | $2,342-16.2% |
| Participant deferral / active EE | $4,242 | $2,987+42.0% | $3,706+14.5% | $3,332+27.3% |
| Admin fee / account holder | $12,307 | $4,512+172.8% | $5,608+119.5% | $4,645+164.9% |