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 8-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 | $44,102 | $106,749-58.7% | $145,433-69.7% | $82,448-46.5% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 18.53% | 27.59%-9.1pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,984 | $3,444-13.4% | $4,554-34.5% | $2,551+17.0% |
| Participant deferral / active EE | $5,235 | $6,519-19.7% | $7,897-33.7% | $4,139+26.5% |
| Admin fee / account holder | $2,492 | $8,390-70.3% | $13,129-81.0% | $7,234-65.6% |