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 | $54,976 | $148,978-63.1% | $200,582-72.6% | $84,808-35.2% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 17.21% | 28.16%-11.0pp | 42.33%-25.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,486 | $4,815-27.6% | $6,419-45.7% | $2,631+32.5% |
| Participant deferral / active EE | $6,914 | $7,142-3.2% | $9,331-25.9% | $4,212+64.2% |
| Admin fee / account holder | $895 | $13,977-93.6% | $16,305-94.5% | $7,344-87.8% |