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 | $63,676 | $109,881-42.0% | $150,045-57.6% | $84,808-24.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 19.31% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $5,640 | $3,561+58.4% | $4,693+20.2% | $2,631+114.4% |
| Participant deferral / active EE | $11,914 | $6,636+79.5% | $7,997+49.0% | $4,212+182.9% |
| Admin fee / account holder | $8,482 | $8,568-1.0% | $13,435-36.9% | $7,344+15.5% |