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 4-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 | $70,714 | $101,724-30.5% | $164,813-57.1% | $80,856-12.5% |
| Participation rate | 73.3% | 71.8%+1.5pp | 78.6%-5.3pp | 67.6%+5.7pp |
| Annual return | 13.70% | 16.72%-3.0pp | 69.93%-56.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,179 | $2,953-60.1% | $4,341-72.8% | $2,755-57.2% |
| Participant deferral / active EE | $5,244 | $4,477+17.1% | $6,031-13.1% | $4,296+22.1% |
| Admin fee / account holder | $6,046 | $8,227-26.5% | $12,690-52.4% | $6,918-12.6% |