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 | $77,000 | $81,248-5.2% | $155,509-50.5% | $80,856-4.8% |
| Participation rate | 97.1% | 66.2%+30.9pp | 78.2%+18.9pp | 67.6%+29.5pp |
| Annual return | 12.17% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,786 | $3,100+22.1% | $4,672-19.0% | $2,755+37.4% |
| Participant deferral / active EE | $5,853 | $3,452+69.6% | $5,626+4.0% | $4,296+36.3% |
| Admin fee / account holder | $3,478 | $7,997-56.5% | $15,912-78.1% | $6,918-49.7% |