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 | $32,714 | $117,983-72.3% | $101,794-67.9% | $142,382-77.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 14.84% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,513 | $2,773-9.4% | $2,289+9.8% | $4,299-41.5% |
| Participant deferral / active EE | $5,545 | $4,714+17.6% | $4,084+35.8% | $6,507-14.8% |
| Admin fee / account holder | $2,453 | $10,433-76.5% | $8,777-72.1% | $12,624-80.6% |