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 | $73,640 | $101,724-27.6% | $164,813-55.3% | $80,856-8.9% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 15.67% | 16.72%-1.0pp | 69.93%-54.3pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,103 | $2,953-28.8% | $4,341-51.6% | $2,755-23.7% |
| Participant deferral / active EE | $3,097 | $4,477-30.8% | $6,031-48.6% | $4,296-27.9% |
| Admin fee / account holder | $5,013 | $8,227-39.1% | $12,690-60.5% | $6,918-27.5% |