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 5-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 | $26,673 | $77,503-65.6% | $100,391-73.4% | $80,856-67.0% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.6%+28.1pp |
| Annual return | 22.97% | 37.20%-14.2pp | 49.20%-26.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $2,899 | $2,801+3.5% | $3,942-26.4% | $2,755+5.2% |
| Participant deferral / active EE | $5,250 | $6,820-23.0% | $8,082-35.0% | $4,296+22.2% |
| Admin fee / account holder | $536 | $5,897-90.9% | $7,899-93.2% | $6,918-92.2% |