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 | $58,671 | $123,793-52.6% | $177,821-67.0% | $79,858-26.5% |
| Participation rate | 91.4% | 84.7%+6.8pp | 87.7%+3.7pp | 69.6%+21.8pp |
| Annual return | 18.44% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,229 | $4,095-21.1% | $5,918-45.4% | $2,471+30.7% |
| Participant deferral / active EE | $4,096 | $5,956-31.2% | $7,714-46.9% | $3,740+9.5% |
| Admin fee / account holder | $870 | $7,243-88.0% | $12,427-93.0% | $5,306-83.6% |