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 | $34,550 | $77,503-55.4% | $100,391-65.6% | $80,856-57.3% |
| Participation rate | 81.6% | 76.9%+4.7pp | 81.5%+0.2pp | 67.6%+14.0pp |
| Annual return | 28.63% | 37.20%-8.6pp | 49.20%-20.6pp | 35.59%-7.0pp |
| Employer contribution / active EE | $2,524 | $2,801-9.9% | $3,942-36.0% | $2,755-8.4% |
| Participant deferral / active EE | $5,588 | $6,820-18.1% | $8,082-30.9% | $4,296+30.1% |
| Admin fee / account holder | $1,106 | $5,897-81.2% | $7,899-86.0% | $6,918-84.0% |