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 | $86,922-59.6% | $102,438-65.7% | $80,874-56.6% |
| Participation rate | 85.3% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.6pp |
| Annual return | 20.50% | 18.90%+1.6pp | 29.37%-8.9pp | 35.62%-15.1pp |
| Employer contribution / active EE | $1,951 | $2,369-17.6% | $3,024-35.5% | $2,756-29.2% |
| Participant deferral / active EE | $3,070 | $4,119-25.5% | $5,054-39.3% | $4,297-28.6% |
| Admin fee / account holder | $6,201 | $8,050-23.0% | $9,448-34.4% | $6,935-10.6% |