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 | $64,229 | $148,978-56.9% | $200,582-68.0% | $84,808-24.3% |
| Participation rate | 89.0% | 84.2%+4.8pp | 86.9%+2.1pp | 68.3%+20.7pp |
| Annual return | 18.98% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,245 | $4,815-53.4% | $6,419-65.0% | $2,631-14.7% |
| Participant deferral / active EE | $6,155 | $7,142-13.8% | $9,331-34.0% | $4,212+46.2% |
| Admin fee / account holder | $2,599 | $13,977-81.4% | $16,305-84.1% | $7,344-64.6% |