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 | $92,907 | $101,724-8.7% | $164,813-43.6% | $80,856+14.9% |
| Participation rate | 76.6% | 71.8%+4.7pp | 78.6%-2.0pp | 67.6%+8.9pp |
| Annual return | 18.70% | 16.72%+2.0pp | 69.93%-51.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,155 | $2,953-60.9% | $4,341-73.4% | $2,755-58.1% |
| Participant deferral / active EE | $3,254 | $4,477-27.3% | $6,031-46.1% | $4,296-24.3% |
| Admin fee / account holder | $2,344 | $8,227-71.5% | $12,690-81.5% | $6,918-66.1% |