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 | $31,060 | $79,944-61.1% | $98,439-68.4% | $75,163-58.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.2%+20.8pp | 67.2%+28.8pp |
| Annual return | 28.30% | 19.75%+8.6pp | 21.16%+7.1pp | 160.62%-132.3pp |
| Employer contribution / active EE | $5,997 | $2,264+164.9% | $3,048+96.8% | $2,670+124.6% |
| Participant deferral / active EE | $7,174 | $3,752+91.2% | $4,738+51.4% | $4,125+73.9% |
| Admin fee / account holder | $4,714 | $6,840-31.1% | $8,948-47.3% | $5,651-16.6% |