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 8-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 | $43,483 | $80,673-46.1% | $101,326-57.1% | $84,808-48.7% |
| Participation rate | 92.5% | 77.8%+14.7pp | 81.5%+11.0pp | 68.3%+24.2pp |
| Annual return | 24.57% | 38.95%-14.4pp | 36.82%-12.3pp | 40.90%-16.3pp |
| Employer contribution / active EE | $3,260 | $2,698+20.8% | $3,665-11.1% | $2,631+23.9% |
| Participant deferral / active EE | $7,382 | $6,840+7.9% | $7,994-7.7% | $4,212+75.3% |
| Admin fee / account holder | $1,767 | $12,784-86.2% | $11,185-84.2% | $7,344-75.9% |