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 | $52,526 | $81,446-35.5% | $103,374-49.2% | $80,874-35.1% |
| Participation rate | 78.6% | 66.9%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 11.82% | 25.57%-13.7pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,346 | $3,107-56.7% | $3,869-65.2% | $2,756-51.2% |
| Participant deferral / active EE | $4,851 | $3,870+25.3% | $5,058-4.1% | $4,297+12.9% |
| Admin fee / account holder | $844 | $6,715-87.4% | $8,394-89.9% | $6,935-87.8% |