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 | $70,993 | $60,892+16.6% | $82,389-13.8% | $84,808-16.3% |
| Participation rate | 79.7% | 63.3%+16.4pp | 69.5%+10.1pp | 68.3%+11.3pp |
| Annual return | 14.08% | 37.29%-23.2pp | 28.67%-14.6pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,329 | $1,779+30.9% | $2,517-7.5% | $2,631-11.5% |
| Participant deferral / active EE | $5,224 | $3,179+64.3% | $4,155+25.7% | $4,212+24.0% |
| Admin fee / account holder | $1,824 | $5,467-66.6% | $7,231-74.8% | $7,344-75.2% |