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 | $28,051 | $77,503-63.8% | $100,391-72.1% | $80,856-65.3% |
| Participation rate | 82.4% | 76.9%+5.4pp | 81.5%+0.9pp | 67.6%+14.7pp |
| Annual return | 14.51% | 37.20%-22.7pp | 49.20%-34.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,667 | $2,801+30.9% | $3,942-7.0% | $2,755+33.1% |
| Participant deferral / active EE | $7,802 | $6,820+14.4% | $8,082-3.5% | $4,296+81.6% |
| Admin fee / account holder | $3,038 | $5,897-48.5% | $7,899-61.5% | $6,918-56.1% |