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 | $76,544 | $95,803-20.1% | $113,168-32.4% | $84,808-9.7% |
| Participation rate | 75.5% | 72.9%+2.6pp | 76.6%-1.1pp | 68.3%+7.2pp |
| Annual return | 19.06% | 25.00%-5.9pp | 24.27%-5.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,764 | $2,360+17.1% | $2,975-7.1% | $2,631+5.0% |
| Participant deferral / active EE | $6,617 | $4,242+56.0% | $5,107+29.6% | $4,212+57.1% |
| Admin fee / account holder | $2,501 | $8,989-72.2% | $12,068-79.3% | $7,344-65.9% |