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 | $34,432 | $118,450-70.9% | $98,439-65.0% | $139,434-75.3% |
| Participation rate | 89.5% | 77.4%+12.0pp | 75.2%+14.3pp | 80.3%+9.2pp |
| Annual return | 23.35% | 18.94%+4.4pp | 21.16%+2.2pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,916 | $3,609+8.5% | $3,048+28.5% | $4,751-17.6% |
| Participant deferral / active EE | $8,985 | $5,392+66.6% | $4,738+89.7% | $6,710+33.9% |
| Admin fee / account holder | $859 | $14,026-93.9% | $8,948-90.4% | $11,403-92.5% |