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 | $33,533 | $109,881-69.5% | $150,045-77.7% | $84,808-60.5% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 22.19% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,202 | $3,561-10.1% | $4,693-31.8% | $2,631+21.7% |
| Participant deferral / active EE | $6,882 | $6,636+3.7% | $7,997-13.9% | $4,212+63.4% |
| Admin fee / account holder | $412 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |