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 | $59,878 | $101,724-41.1% | $164,813-63.7% | $80,856-25.9% |
| Participation rate | 80.8% | 71.8%+9.0pp | 78.6%+2.2pp | 67.6%+13.2pp |
| Annual return | 15.87% | 16.72%-0.8pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,774 | $2,953-6.1% | $4,341-36.1% | $2,755+0.7% |
| Participant deferral / active EE | $5,171 | $4,477+15.5% | $6,031-14.3% | $4,296+20.4% |
| Admin fee / account holder | $540 | $8,227-93.4% | $12,690-95.7% | $6,918-92.2% |