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 5-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 | $69,973 | $71,883-2.7% | $86,677-19.3% | $68,494+2.2% |
| Participation rate | 89.4% | 72.2%+17.2pp | 76.6%+12.8pp | 67.9%+21.5pp |
| Annual return | 3.04% | 3.52%-0.5pp | 35.91%-32.9pp | -7.84%+10.9pp |
| Employer contribution / active EE | $2,913 | $2,173+34.1% | $2,836+2.7% | $2,596+12.2% |
| Participant deferral / active EE | $3,862 | $3,779+2.2% | $4,656-17.0% | $4,027-4.1% |
| Admin fee / account holder | $3,040 | $6,112-50.3% | $7,493-59.4% | $5,403-43.7% |