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 10-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 | $54,984 | $93,571-41.2% | $135,903-59.5% | $75,163-26.8% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 67.94% | 30.90%+37.0pp | 68.23%-0.3pp | 160.62%-92.7pp |
| Employer contribution / active EE | $3,802 | $3,537+7.5% | $4,856-21.7% | $2,670+42.4% |
| Participant deferral / active EE | $7,511 | $6,404+17.3% | $7,758-3.2% | $4,125+82.1% |
| Admin fee / account holder | $4,134 | $6,975-40.7% | $10,762-61.6% | $5,651-26.8% |