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% | $103,476-23.2% | $80,856-1.7% |
| Participation rate | 88.6% | 76.0%+12.6pp | 80.5%+8.1pp | 67.6%+20.9pp |
| Annual return | 12.56% | 22.78%-10.2pp | 23.90%-11.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,232 | $4,018+55.1% | $4,672+33.4% | $2,755+126.2% |
| Participant deferral / active EE | $4,360 | $5,456-20.1% | $6,623-34.2% | $4,296+1.5% |
| Admin fee / account holder | $4,644 | $6,768-31.4% | $9,413-50.7% | $6,918-32.9% |