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 10-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 | $70,575 | $109,881-35.8% | $150,045-53.0% | $84,808-16.8% |
| Participation rate | 92.5% | 76.1%+16.4pp | 82.3%+10.2pp | 68.3%+24.2pp |
| Annual return | 26.05% | 28.25%-2.2pp | 62.55%-36.5pp | 40.90%-14.8pp |
| Employer contribution / active EE | $5,815 | $3,561+63.3% | $4,693+23.9% | $2,631+121.0% |
| Participant deferral / active EE | $11,591 | $6,636+74.7% | $7,997+44.9% | $4,212+175.2% |
| Admin fee / account holder | $971 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |