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 | $78,287 | $109,413-28.4% | $156,263-49.9% | $84,808-7.7% |
| Participation rate | 95.0% | 72.7%+22.3pp | 78.9%+16.1pp | 68.3%+26.7pp |
| Annual return | 18.91% | 20.18%-1.3pp | 59.47%-40.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,498 | $2,907-14.1% | $4,333-42.3% | $2,631-5.0% |
| Participant deferral / active EE | $6,916 | $4,590+50.7% | $6,158+12.3% | $4,212+64.2% |
| Admin fee / account holder | $2,412 | $9,357-74.2% | $14,255-83.1% | $7,344-67.2% |