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 | $65,599 | $148,978-56.0% | $200,582-67.3% | $84,808-22.6% |
| Participation rate | 91.8% | 84.2%+7.6pp | 86.9%+4.9pp | 68.3%+23.5pp |
| Annual return | 20.48% | 28.16%-7.7pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,225 | $4,815-33.0% | $6,419-49.8% | $2,631+22.6% |
| Participant deferral / active EE | $7,012 | $7,142-1.8% | $9,331-24.9% | $4,212+66.5% |
| Admin fee / account holder | $1,471 | $13,977-89.5% | $16,305-91.0% | $7,344-80.0% |