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 | $58,174 | $74,927-22.4% | $101,794-42.9% | $84,808-31.4% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.2%+18.8pp | 68.3%+19.7pp |
| Annual return | 17.85% | 18.70%-0.8pp | 30.53%-12.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,235 | $1,522+178.3% | $2,289+85.0% | $2,631+61.0% |
| Participant deferral / active EE | $4,326 | $3,099+39.6% | $4,084+5.9% | $4,212+2.7% |
| Admin fee / account holder | $1,822 | $6,514-72.0% | $8,777-79.2% | $7,344-75.2% |