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 | $63,161 | $73,787-14.4% | $98,716-36.0% | $82,448-23.4% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 28.08% | 18.57%+9.5pp | 31.81%-3.7pp | 41.64%-13.6pp |
| Employer contribution / active EE | $7,880 | $1,511+421.4% | $2,279+245.8% | $2,551+208.9% |
| Participant deferral / active EE | $14,552 | $3,081+372.3% | $4,048+259.5% | $4,139+251.6% |
| Admin fee / account holder | $12,235 | $6,500+88.2% | $8,703+40.6% | $7,234+69.1% |