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 6-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 | $75,227 | $93,170-19.3% | $100,534-25.2% | $84,808-11.3% |
| Participation rate | 87.2% | 75.8%+11.4pp | 80.6%+6.6pp | 68.3%+18.9pp |
| Annual return | 16.59% | 47.13%-30.5pp | 32.66%-16.1pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,341 | $3,985-41.3% | $4,346-46.1% | $2,631-11.0% |
| Participant deferral / active EE | $4,386 | $5,699-23.0% | $6,144-28.6% | $4,212+4.2% |
| Admin fee / account holder | $5,867 | $7,382-20.5% | $7,654-23.3% | $7,344-20.1% |