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 | $79,480 | $89,698-11.4% | $103,464-23.2% | $80,874-1.7% |
| Participation rate | 88.6% | 76.0%+12.6pp | 80.5%+8.1pp | 67.6%+20.9pp |
| Annual return | 12.56% | 22.78%-10.2pp | 23.91%-11.4pp | 35.62%-23.1pp |
| Employer contribution / active EE | $6,232 | $4,018+55.1% | $4,677+33.3% | $2,756+126.2% |
| Participant deferral / active EE | $4,360 | $5,456-20.1% | $6,624-34.2% | $4,297+1.5% |
| Admin fee / account holder | $4,644 | $6,768-31.4% | $9,410-50.6% | $6,935-33.0% |