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 | $34,119 | $77,503-56.0% | $100,391-66.0% | $80,856-57.8% |
| Participation rate | 71.7% | 76.9%-5.2pp | 81.5%-9.8pp | 67.6%+4.1pp |
| Annual return | 18.60% | 37.20%-18.6pp | 49.20%-30.6pp | 35.59%-17.0pp |
| Employer contribution / active EE | $3,705 | $2,801+32.3% | $3,942-6.0% | $2,755+34.5% |
| Participant deferral / active EE | $8,325 | $6,820+22.1% | $8,082+3.0% | $4,296+93.8% |
| Admin fee / account holder | $5,841 | $5,897-1.0% | $7,899-26.1% | $6,918-15.6% |