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 | $74,580 | $125,758-40.7% | $169,993-56.1% | $75,163-0.8% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.0%-12.7pp | 67.2%+7.1pp |
| Annual return | 18.13% | 27.20%-9.1pp | 53.37%-35.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,908 | $4,615+6.4% | $6,785-27.7% | $2,670+83.8% |
| Participant deferral / active EE | $12,160 | $6,837+77.8% | $10,408+16.8% | $4,125+194.8% |
| Admin fee / account holder | $8,816 | $8,173+7.9% | $12,815-31.2% | $5,651+56.0% |