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 7-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 | $67,587 | $71,050-4.9% | $93,606-27.8% | $80,856-16.4% |
| Participation rate | 71.1% | 60.4%+10.7pp | 68.7%+2.4pp | 67.6%+3.5pp |
| Annual return | 11.51% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,013 | $1,564-35.2% | $2,420-58.1% | $2,755-63.2% |
| Participant deferral / active EE | $3,184 | $4,034-21.1% | $4,411-27.8% | $4,296-25.9% |
| Admin fee / account holder | $6,456 | $6,945-7.0% | $8,285-22.1% | $6,918-6.7% |