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 | $27,138 | $172,111-84.2% | $150,298-81.9% | $137,256-80.2% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 11.81% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,352 | $4,636-49.3% | $4,154-43.4% | $4,156-43.4% |
| Participant deferral / active EE | $3,641 | $6,166-40.9% | $5,453-33.2% | $6,407-43.2% |
| Admin fee / account holder | $485 | $16,471-97.1% | $14,116-96.6% | $12,270-96.0% |