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 3-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 | $78,286 | $109,881-28.8% | $150,045-47.8% | $84,808-7.7% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 22.74% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $2,893 | $3,561-18.8% | $4,693-38.4% | $2,631+10.0% |
| Participant deferral / active EE | $9,908 | $6,636+49.3% | $7,997+23.9% | $4,212+135.3% |
| Admin fee / account holder | $4,697 | $8,568-45.2% | $13,435-65.0% | $7,344-36.0% |