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 | $70,307 | $39,122+79.7% | $57,179+23.0% | $62,891+11.8% |
| Participation rate | 78.1% | 70.5%+7.6pp | 75.3%+2.8pp | 69.3%+8.8pp |
| Annual return | 91.23% | 9.23%+82.0pp | 14.59%+76.6pp | 20.14%+71.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,312 | $2,374-44.7% | $3,096-57.6% | $3,203-59.0% |
| Admin fee / account holder | $1,282 | $2,592-50.6% | $3,139-59.2% | $4,296-70.2% |