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 | $62,109 | $148,978-58.3% | $200,582-69.0% | $84,808-26.8% |
| Participation rate | 78.2% | 84.2%-6.1pp | 86.9%-8.7pp | 68.3%+9.8pp |
| Annual return | 20.52% | 28.16%-7.6pp | 42.33%-21.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,365 | $4,815-30.1% | $6,419-47.6% | $2,631+27.9% |
| Participant deferral / active EE | $6,132 | $7,142-14.1% | $9,331-34.3% | $4,212+45.6% |
| Admin fee / account holder | $898 | $13,977-93.6% | $16,305-94.5% | $7,344-87.8% |