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 | $76,489 | $81,460-6.1% | $103,333-26.0% | $80,856-5.4% |
| Participation rate | 80.6% | 66.8%+13.8pp | 74.5%+6.1pp | 67.6%+13.0pp |
| Annual return | 18.16% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,869 | $3,105+24.6% | $3,8680% | $2,755+40.5% |
| Participant deferral / active EE | $10,977 | $3,869+183.7% | $5,057+117.0% | $4,296+155.5% |
| Admin fee / account holder | $2,248 | $6,566-65.8% | $8,355-73.1% | $6,918-67.5% |