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 | $76,020 | $66,098+15.0% | $101,794-25.3% | $74,304+2.3% |
| Participation rate | 70.6% | 53.8%+16.8pp | 69.2%+1.4pp | 60.3%+10.2pp |
| Annual return | 16.63% | 19.59%-3.0pp | 30.53%-13.9pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,015 | $1,082-6.2% | $2,289-55.7% | $2,241-54.7% |
| Participant deferral / active EE | $3,176 | $2,781+14.2% | $4,084-22.2% | $3,767-15.7% |
| Admin fee / account holder | $5,242 | $4,146+26.4% | $8,777-40.3% | $2,969+76.6% |