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 | $49,685 | $109,881-54.8% | $150,045-66.9% | $84,808-41.4% |
| Participation rate | 82.5% | 76.1%+6.4pp | 82.3%+0.2pp | 68.3%+14.2pp |
| Annual return | 20.53% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,026 | $3,561+13.0% | $4,693-14.2% | $2,631+53.0% |
| Participant deferral / active EE | $8,292 | $6,636+25.0% | $7,997+3.7% | $4,212+96.9% |
| Admin fee / account holder | $2,765 | $8,568-67.7% | $13,435-79.4% | $7,344-62.4% |