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 7-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 | $56,684 | $81,248-30.2% | $155,509-63.5% | $80,856-29.9% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 20.74% | 33.31%-12.6pp | 64.67%-43.9pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,608 | $3,100-15.9% | $4,672-44.2% | $2,755-5.3% |
| Participant deferral / active EE | $5,913 | $3,452+71.3% | $5,626+5.1% | $4,296+37.6% |
| Admin fee / account holder | $4,385 | $7,997-45.2% | $15,912-72.4% | $6,918-36.6% |