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 | $35,188 | $81,460-56.8% | $103,333-65.9% | $80,856-56.5% |
| Participation rate | 97.6% | 66.8%+30.7pp | 74.5%+23.1pp | 67.6%+29.9pp |
| Annual return | 12.67% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,179 | $3,105+99.0% | $3,868+59.7% | $2,755+124.3% |
| Participant deferral / active EE | $4,530 | $3,869+17.1% | $5,057-10.4% | $4,296+5.4% |
| Admin fee / account holder | $1,360 | $6,566-79.3% | $8,355-83.7% | $6,918-80.3% |