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 4-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 | $23,512 | $77,503-69.7% | $100,391-76.6% | $80,856-70.9% |
| Participation rate | 91.9% | 76.9%+14.9pp | 81.5%+10.4pp | 67.6%+24.3pp |
| Annual return | 35.97% | 37.20%-1.2pp | 49.20%-13.2pp | 35.59%+0.4pp |
| Employer contribution / active EE | $2,530 | $2,801-9.7% | $3,942-35.8% | $2,755-8.2% |
| Participant deferral / active EE | $6,722 | $6,820-1.4% | $8,082-16.8% | $4,296+56.5% |
| Admin fee / account holder | $1,759 | $5,897-70.2% | $7,899-77.7% | $6,918-74.6% |