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 5-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 | $71,154 | $86,929-18.1% | $102,423-30.5% | $80,856-12.0% |
| Participation rate | 91.4% | 72.4%+19.1pp | 76.5%+14.9pp | 67.6%+23.8pp |
| Annual return | 12.35% | 18.88%-6.5pp | 29.32%-17.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $3,285 | $2,369+38.7% | $3,023+8.7% | $2,755+19.3% |
| Participant deferral / active EE | $4,543 | $4,118+10.3% | $5,053-10.1% | $4,296+5.8% |
| Admin fee / account holder | $8,043 | $8,049-0.1% | $9,451-14.9% | $6,918+16.3% |