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 | $61,786 | $77,503-20.3% | $100,391-38.5% | $80,856-23.6% |
| Participation rate | 86.7% | 76.9%+9.7pp | 81.5%+5.2pp | 67.6%+19.0pp |
| Annual return | 23.06% | 37.20%-14.1pp | 49.20%-26.1pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,889 | $2,801+3.2% | $3,942-26.7% | $2,755+4.9% |
| Participant deferral / active EE | $7,534 | $6,820+10.5% | $8,082-6.8% | $4,296+75.4% |
| Admin fee / account holder | $1,376 | $5,897-76.7% | $7,899-82.6% | $6,918-80.1% |