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 | $80,673-61.6% | $101,326-69.5% | $84,808-63.5% |
| Participation rate | 88.5% | 77.8%+10.7pp | 81.5%+7.0pp | 68.3%+20.2pp |
| Annual return | 20.44% | 38.95%-18.5pp | 36.82%-16.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,443 | $2,698-9.4% | $3,665-33.3% | $2,631-7.1% |
| Participant deferral / active EE | $4,096 | $6,840-40.1% | $7,994-48.8% | $4,212-2.7% |
| Admin fee / account holder | $2,389 | $12,784-81.3% | $11,185-78.6% | $7,344-67.5% |