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 | $34,756 | $77,503-55.2% | $100,391-65.4% | $80,856-57.0% |
| Participation rate | 96.7% | 76.9%+19.7pp | 81.5%+15.2pp | 67.6%+29.0pp |
| Annual return | 13.60% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,937 | $2,801+40.5% | $3,942-0.1% | $2,755+42.9% |
| Participant deferral / active EE | $7,447 | $6,820+9.2% | $8,082-7.9% | $4,296+73.4% |
| Admin fee / account holder | $8,055 | $5,897+36.6% | $7,899+2.0% | $6,918+16.4% |