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 | $46,790 | $138,385-66.2% | $184,200-74.6% | $80,874-42.1% |
| Participation rate | 96.1% | 83.9%+12.2pp | 86.8%+9.2pp | 67.6%+28.4pp |
| Annual return | 15.04% | 20.02%-5.0pp | 28.80%-13.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $3,331 | $4,849-31.3% | $6,424-48.1% | $2,756+20.9% |
| Participant deferral / active EE | $6,995 | $7,073-1.1% | $9,132-23.4% | $4,297+62.8% |
| Admin fee / account holder | $1,327 | $10,483-87.3% | $13,907-90.5% | $6,935-80.9% |