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 | $30,949 | $78,520-60.6% | $96,576-68.0% | $82,448-62.5% |
| Participation rate | 88.5% | 77.7%+10.7pp | 81.4%+7.0pp | 68.1%+20.4pp |
| Annual return | 20.44% | 41.30%-20.9pp | 38.47%-18.0pp | 41.64%-21.2pp |
| Employer contribution / active EE | $2,443 | $2,630-7.1% | $3,553-31.2% | $2,551-4.2% |
| Participant deferral / active EE | $4,096 | $6,754-39.4% | $7,956-48.5% | $4,139-1.0% |
| Admin fee / account holder | $2,389 | $13,455-82.2% | $11,381-79.0% | $7,234-67.0% |