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 7-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 | $56,128 | $109,881-48.9% | $150,045-62.6% | $84,808-33.8% |
| Participation rate | 92.1% | 76.1%+16.0pp | 82.3%+9.7pp | 68.3%+23.8pp |
| Annual return | 23.38% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $3,535 | $3,561-0.7% | $4,693-24.7% | $2,631+34.4% |
| Participant deferral / active EE | $5,821 | $6,636-12.3% | $7,997-27.2% | $4,212+38.2% |
| Admin fee / account holder | $4,205 | $8,568-50.9% | $13,435-68.7% | $7,344-42.7% |