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 | $67,324 | $78,926-14.7% | $136,749-50.8% | $84,808-20.6% |
| Participation rate | 87.5% | 62.2%+25.3pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 17.41% | 18.17%-0.8pp | 24.33%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,476 | $2,134+16.0% | $3,400-27.2% | $2,631-5.9% |
| Participant deferral / active EE | $6,092 | $3,168+92.3% | $4,692+29.8% | $4,212+44.6% |
| Admin fee / account holder | $2,597 | $6,369-59.2% | $11,386-77.2% | $7,344-64.6% |