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 | $77,523-56.0% | $100,383-66.0% | $80,874-57.8% |
| Participation rate | 71.7% | 77.0%-5.3pp | 81.5%-9.8pp | 67.6%+4.1pp |
| Annual return | 18.60% | 37.21%-18.6pp | 49.26%-30.7pp | 35.62%-17.0pp |
| Employer contribution / active EE | $3,705 | $2,801+32.2% | $3,944-6.1% | $2,756+34.4% |
| Participant deferral / active EE | $8,325 | $6,822+22.0% | $8,086+3.0% | $4,297+93.8% |
| Admin fee / account holder | $5,841 | $5,899-1.0% | $7,900-26.1% | $6,935-15.8% |