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 | $72,677 | $84,233-13.7% | $170,442-57.4% | $70,131+3.6% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 13.42% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,883 | $3,387-14.9% | $5,433-46.9% | $2,342+23.1% |
| Participant deferral / active EE | $4,654 | $3,086+50.8% | $4,939-5.8% | $3,332+39.7% |
| Admin fee / account holder | $17,541 | $5,698+207.8% | $13,880+26.4% | $4,645+277.6% |