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 | $56,726 | $109,881-48.4% | $150,045-62.2% | $84,808-33.1% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 19.68% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,827 | $3,561-20.6% | $4,693-39.8% | $2,631+7.5% |
| Participant deferral / active EE | $5,683 | $6,636-14.4% | $7,997-28.9% | $4,212+34.9% |
| Admin fee / account holder | $4,197 | $8,568-51.0% | $13,435-68.8% | $7,344-42.9% |