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 | $70,115 | $148,978-52.9% | $200,582-65.0% | $84,808-17.3% |
| Participation rate | 95.6% | 84.2%+11.3pp | 86.9%+8.7pp | 68.3%+27.2pp |
| Annual return | 29.20% | 28.16%+1.0pp | 42.33%-13.1pp | 40.90%-11.7pp |
| Employer contribution / active EE | $2,511 | $4,815-47.9% | $6,419-60.9% | $2,631-4.6% |
| Participant deferral / active EE | $4,019 | $7,142-43.7% | $9,331-56.9% | $4,212-4.6% |
| Admin fee / account holder | $309 | $13,977-97.8% | $16,305-98.1% | $7,344-95.8% |