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 | $46,407 | $101,724-54.4% | $164,813-71.8% | $80,856-42.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.90% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,528 | $2,953-14.4% | $4,341-41.8% | $2,755-8.2% |
| Participant deferral / active EE | $5,603 | $4,477+25.1% | $6,031-7.1% | $4,296+30.4% |
| Admin fee / account holder | $6,465 | $8,227-21.4% | $12,690-49.1% | $6,918-6.5% |