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 8-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 | $45,027 | $77,899-42.2% | $149,673-69.9% | $75,163-40.1% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.8%-1.3pp | 67.2%+10.2pp |
| Annual return | 19.68% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,228 | $3,137+2.9% | $4,818-33.0% | $2,670+20.9% |
| Participant deferral / active EE | $6,299 | $3,411+84.7% | $5,680+10.9% | $4,125+52.7% |
| Admin fee / account holder | $8,264 | $5,956+38.7% | $13,210-37.4% | $5,651+46.2% |