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 3-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 | $77,417 | $93,571-17.3% | $135,903-43.0% | $75,163+3.0% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 19.96% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,965 | $3,537-44.4% | $4,856-59.5% | $2,670-26.4% |
| Participant deferral / active EE | $3,329 | $6,404-48.0% | $7,758-57.1% | $4,125-19.3% |
| Admin fee / account holder | $1,678 | $6,975-76.0% | $10,762-84.4% | $5,651-70.3% |