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 | $111,271 | $81,248+37.0% | $155,509-28.4% | $80,856+37.6% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.06% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,242 | $3,100+4.6% | $4,672-30.6% | $2,755+17.7% |
| Participant deferral / active EE | $7,938 | $3,452+130.0% | $5,626+41.1% | $4,296+84.8% |
| Admin fee / account holder | $3,199 | $7,997-60.0% | $15,912-79.9% | $6,918-53.8% |