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 | $75,500 | $86,929-13.1% | $102,423-26.3% | $80,856-6.6% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.6%+21.8pp |
| Annual return | 16.29% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,903 | $2,369+64.7% | $3,023+29.1% | $2,755+41.7% |
| Participant deferral / active EE | $10,770 | $4,118+161.5% | $5,053+113.2% | $4,296+150.7% |
| Admin fee / account holder | $721 | $8,049-91.0% | $9,451-92.4% | $6,918-89.6% |