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 | $54,478 | $210,408-74.1% | $153,485-64.5% | $145,922-62.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 16.06% | 13.37%+2.7pp | 15.65%+0.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,162 | $6,048-64.3% | $5,039-57.1% | $4,660-53.6% |
| Participant deferral / active EE | $7,808 | $7,975-2.1% | $6,757+15.6% | $6,688+16.8% |
| Admin fee / account holder | $740 | $19,419-96.2% | $12,724-94.2% | $13,397-94.5% |