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 9-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 | $62,840 | $148,978-57.8% | $200,582-68.7% | $84,808-25.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.36% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,163 | $4,815-13.5% | $6,419-35.1% | $2,631+58.2% |
| Participant deferral / active EE | $5,288 | $7,142-26.0% | $9,331-43.3% | $4,212+25.6% |
| Admin fee / account holder | $1,606 | $13,977-88.5% | $16,305-90.1% | $7,344-78.1% |