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 7-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 | $27,862 | $77,503-64.1% | $100,391-72.2% | $80,856-65.5% |
| Participation rate | 91.9% | 76.9%+15.0pp | 81.5%+10.5pp | 67.6%+24.3pp |
| Annual return | 13.80% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,694 | $2,801-3.8% | $3,942-31.7% | $2,755-2.2% |
| Participant deferral / active EE | $6,747 | $6,820-1.1% | $8,082-16.5% | $4,296+57.1% |
| Admin fee / account holder | $7,958 | $5,897+35.0% | $7,899+0.8% | $6,918+15.0% |