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 | $62,723 | $106,749-41.2% | $145,433-56.9% | $82,448-23.9% |
| Participation rate | 72.2% | 75.6%-3.4pp | 82.1%-9.9pp | 68.1%+4.2pp |
| Annual return | 16.52% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,251 | $3,444-63.7% | $4,554-72.5% | $2,551-50.9% |
| Participant deferral / active EE | $3,746 | $6,519-42.5% | $7,897-52.6% | $4,139-9.5% |
| Admin fee / account holder | $3,360 | $8,390-59.9% | $13,129-74.4% | $7,234-53.6% |