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 | $82,708 | $88,360-6.4% | $145,433-43.1% | $67,986+21.7% |
| Participation rate | 71.2% | 65.5%+5.7pp | 82.1%-10.9pp | 57.2%+14.0pp |
| Annual return | 15.73% | 63.15%-47.4pp | 66.58%-50.9pp | 31.67%-15.9pp |
| Employer contribution / active EE | $3,503 | $3,054+14.7% | $4,554-23.1% | $2,019+73.5% |
| Participant deferral / active EE | $7,002 | $5,932+18.0% | $7,897-11.3% | $3,358+108.5% |
| Admin fee / account holder | $4,695 | $3,313+41.7% | $13,129-64.2% | $3,203+46.6% |