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 | $96,255 | $148,978-35.4% | $200,582-52.0% | $84,808+13.5% |
| Participation rate | 77.8% | 84.2%-6.5pp | 86.9%-9.1pp | 68.3%+9.5pp |
| Annual return | 24.27% | 28.16%-3.9pp | 42.33%-18.1pp | 40.90%-16.6pp |
| Employer contribution / active EE | $2,524 | $4,815-47.6% | $6,419-60.7% | $2,631-4.1% |
| Participant deferral / active EE | $3,868 | $7,142-45.8% | $9,331-58.5% | $4,212-8.2% |
| Admin fee / account holder | $14,263 | $13,977+2.0% | $16,305-12.5% | $7,344+94.2% |