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 | $73,512 | $87,013-15.5% | $106,213-30.8% | $80,856-9.1% |
| Participation rate | 95.9% | 70.4%+25.5pp | 75.3%+20.6pp | 67.6%+28.3pp |
| Annual return | 13.46% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,907 | $2,395+21.4% | $3,171-8.3% | $2,755+5.5% |
| Participant deferral / active EE | $6,167 | $3,986+54.7% | $5,016+23.0% | $4,296+43.6% |
| Admin fee / account holder | $7,514 | $8,431-10.9% | $11,033-31.9% | $6,918+8.6% |