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 | $76,024 | $73,933+2.8% | $96,683-21.4% | $75,163+1.1% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 17.76% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,362 | $2,928-19.3% | $3,737-36.8% | $2,670-11.5% |
| Participant deferral / active EE | $5,017 | $3,659+37.1% | $4,878+2.8% | $4,125+21.6% |
| Admin fee / account holder | $7,168 | $5,216+37.4% | $6,730+6.5% | $5,651+26.8% |