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 | $52,512 | $148,978-64.8% | $200,582-73.8% | $84,808-38.1% |
| Participation rate | 90.7% | 84.2%+6.5pp | 86.9%+3.8pp | 68.3%+22.4pp |
| Annual return | 22.88% | 28.16%-5.3pp | 42.33%-19.5pp | 40.90%-18.0pp |
| Employer contribution / active EE | $5,103 | $4,815+6.0% | $6,419-20.5% | $2,631+94.0% |
| Participant deferral / active EE | $6,747 | $7,142-5.5% | $9,331-27.7% | $4,212+60.2% |
| Admin fee / account holder | $4,894 | $13,977-65.0% | $16,305-70.0% | $7,344-33.4% |