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 | $58,305 | $93,571-37.7% | $135,903-57.1% | $75,163-22.4% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 25.25% | 30.90%-5.7pp | 68.23%-43.0pp | 160.62%-135.4pp |
| Employer contribution / active EE | $3,552 | $3,537+0.4% | $4,856-26.9% | $2,670+33.0% |
| Participant deferral / active EE | $10,855 | $6,404+69.5% | $7,758+39.9% | $4,125+163.2% |
| Admin fee / account holder | $983 | $6,975-85.9% | $10,762-90.9% | $5,651-82.6% |