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 6-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 | $71,482 | $80,717-11.4% | $154,803-53.8% | $84,808-15.7% |
| Participation rate | 79.4% | 66.8%+12.6pp | 78.1%+1.3pp | 68.3%+11.1pp |
| Annual return | 19.66% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,230 | $2,761+17.0% | $4,305-25.0% | $2,631+22.8% |
| Participant deferral / active EE | $6,592 | $3,303+99.6% | $5,540+19.0% | $4,212+56.5% |
| Admin fee / account holder | $4,687 | $6,746-30.5% | $14,329-67.3% | $7,344-36.2% |