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 | $35,117 | $86,929-59.6% | $102,423-65.7% | $80,856-56.6% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.6pp |
| Annual return | 20.50% | 18.88%+1.6pp | 29.32%-8.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,951 | $2,369-17.6% | $3,023-35.5% | $2,755-29.2% |
| Participant deferral / active EE | $3,070 | $4,118-25.5% | $5,053-39.2% | $4,296-28.5% |
| Admin fee / account holder | $6,201 | $8,049-23.0% | $9,451-34.4% | $6,918-10.4% |