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 5-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 | $54,852 | $146,267-62.5% | $197,124-72.2% | $82,448-33.5% |
| Participation rate | 95.5% | 84.0%+11.4pp | 86.7%+8.7pp | 68.1%+27.4pp |
| Annual return | 19.48% | 29.61%-10.1pp | 44.34%-24.9pp | 41.64%-22.2pp |
| Employer contribution / active EE | $4,450 | $4,723-5.8% | $6,227-28.5% | $2,551+74.4% |
| Participant deferral / active EE | $9,913 | $7,035+40.9% | $9,135+8.5% | $4,139+139.5% |
| Admin fee / account holder | $7,182 | $14,422-50.2% | $16,298-55.9% | $7,234-0.7% |