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 | $67,116 | $109,881-38.9% | $150,045-55.3% | $84,808-20.9% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 18.08% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,672 | $3,561+31.2% | $4,693-0.4% | $2,631+77.6% |
| Participant deferral / active EE | $8,006 | $6,636+20.6% | $7,997+0.1% | $4,212+90.1% |
| Admin fee / account holder | $1,753 | $8,568-79.5% | $13,435-86.9% | $7,344-76.1% |