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 7-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 | $61,157 | $93,571-34.6% | $135,903-55.0% | $75,163-18.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 20.60% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,465 | $3,537+26.3% | $4,856-8.1% | $2,670+67.2% |
| Participant deferral / active EE | $4,819 | $6,404-24.8% | $7,758-37.9% | $4,125+16.8% |
| Admin fee / account holder | $1,308 | $6,975-81.2% | $10,762-87.8% | $5,651-76.8% |