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 | $67,086 | $79,700-15.8% | $153,485-56.3% | $74,495-9.9% |
| Participation rate | 75.2% | 69.8%+5.4pp | 77.1%-1.8pp | 67.2%+8.0pp |
| Annual return | 16.47% | 15.07%+1.4pp | 15.65%+0.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,379 | $4,016-15.9% | $5,039-32.9% | $2,623+28.8% |
| Participant deferral / active EE | $6,514 | $5,315+22.6% | $6,757-3.6% | $4,346+49.9% |
| Admin fee / account holder | $2,826 | $1,790+57.9% | $12,724-77.8% | $1,942+45.6% |