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 | $74,478 | $77,899-4.4% | $149,673-50.2% | $75,163-0.9% |
| Participation rate | 86.8% | 65.6%+21.2pp | 78.8%+8.0pp | 67.2%+19.6pp |
| Annual return | 17.65% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,646 | $3,137-47.5% | $4,818-65.8% | $2,670-38.4% |
| Participant deferral / active EE | $4,514 | $3,411+32.3% | $5,680-20.5% | $4,125+9.4% |
| Admin fee / account holder | $10,698 | $5,956+79.6% | $13,210-19.0% | $5,651+89.3% |