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 | $53,886 | $86,929-38.0% | $102,423-47.4% | $80,856-33.4% |
| Participation rate | 74.6% | 72.4%+2.3pp | 76.5%-1.8pp | 67.6%+7.0pp |
| Annual return | 13.22% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,276 | $2,369+38.3% | $3,023+8.3% | $2,755+18.9% |
| Participant deferral / active EE | $7,743 | $4,118+88.0% | $5,053+53.2% | $4,296+80.3% |
| Admin fee / account holder | $2,454 | $8,049-69.5% | $9,451-74.0% | $6,918-64.5% |