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 | $51,310 | $138,347-62.9% | $184,203-72.1% | $80,856-36.5% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 14.98% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,671 | $4,850-44.9% | $6,427-58.4% | $2,755-3.0% |
| Participant deferral / active EE | $7,323 | $7,071+3.6% | $9,131-19.8% | $4,296+70.5% |
| Admin fee / account holder | $3,131 | $10,483-70.1% | $13,901-77.5% | $6,918-54.7% |