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 | $102,467 | $148,978-31.2% | $200,582-48.9% | $84,808+20.8% |
| Participation rate | 95.5% | 84.2%+11.2pp | 86.9%+8.6pp | 68.3%+27.1pp |
| Annual return | 22.47% | 28.16%-5.7pp | 42.33%-19.9pp | 40.90%-18.4pp |
| Employer contribution / active EE | $4,762 | $4,815-1.1% | $6,419-25.8% | $2,631+81.0% |
| Participant deferral / active EE | $12,033 | $7,142+68.5% | $9,331+29.0% | $4,212+185.7% |
| Admin fee / account holder | $9,370 | $13,977-33.0% | $16,305-42.5% | $7,344+27.6% |