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 | $62,617 | $127,065-50.7% | $113,168-44.7% | $142,382-56.0% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 18.38% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,897 | $3,442+129.4% | $2,975+165.4% | $4,299+83.7% |
| Participant deferral / active EE | $5,942 | $5,716+3.9% | $5,107+16.4% | $6,507-8.7% |
| Admin fee / account holder | $3,680 | $15,736-76.6% | $12,068-69.5% | $12,624-70.8% |