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 | $66,191 | $138,347-52.2% | $184,203-64.1% | $80,856-18.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 86.8%+7.6pp | 67.6%+26.8pp |
| Annual return | 14.00% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,042 | $4,850-37.3% | $6,427-52.7% | $2,755+10.4% |
| Participant deferral / active EE | $4,195 | $7,071-40.7% | $9,131-54.1% | $4,296-2.4% |
| Admin fee / account holder | $1,385 | $10,483-86.8% | $13,901-90.0% | $6,918-80.0% |