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 | $24,969 | $167,484-85.1% | $151,611-83.5% | $134,475-81.4% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | 12.85% | 7.80%+5.1pp | 3.33%+9.5pp | 417.96%-405.1pp |
| Employer contribution / active EE | $4,147 | $6,829-39.3% | $6,166-32.7% | $4,740-12.5% |
| Participant deferral / active EE | $9,018 | $8,986+0.4% | $8,363+7.8% | $6,400+40.9% |
| Admin fee / account holder | $2,250 | $13,783-83.7% | $11,616-80.6% | $11,426-80.3% |