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 | $90,641 | $81,248+11.6% | $155,509-41.7% | $80,856+12.1% |
| Participation rate | 86.4% | 66.2%+20.1pp | 78.2%+8.2pp | 67.6%+18.7pp |
| Annual return | 13.76% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,607 | $3,100-48.2% | $4,672-65.6% | $2,755-41.7% |
| Participant deferral / active EE | $5,467 | $3,452+58.4% | $5,626-2.8% | $4,296+27.3% |
| Admin fee / account holder | $6,142 | $7,997-23.2% | $15,912-61.4% | $6,918-11.2% |