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 | $72,446 | $148,978-51.4% | $200,582-63.9% | $84,808-14.6% |
| Participation rate | 95.1% | 84.2%+10.9pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 19.09% | 28.16%-9.1pp | 42.33%-23.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,743 | $4,815-43.0% | $6,419-57.3% | $2,631+4.3% |
| Participant deferral / active EE | $3,996 | $7,142-44.0% | $9,331-57.2% | $4,212-5.1% |
| Admin fee / account holder | $1,108 | $13,977-92.1% | $16,305-93.2% | $7,344-84.9% |