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 | $148,978-63.2% | $200,582-72.7% | $84,808-35.3% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 19.48% | 28.16%-8.7pp | 42.33%-22.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $4,450 | $4,815-7.6% | $6,419-30.7% | $2,631+69.1% |
| Participant deferral / active EE | $9,913 | $7,142+38.8% | $9,331+6.2% | $4,212+135.4% |
| Admin fee / account holder | $7,182 | $13,977-48.6% | $16,305-56.0% | $7,344-2.2% |