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 9-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 | $61,611 | $109,881-43.9% | $150,045-58.9% | $84,808-27.4% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.4pp | 68.3%+28.4pp |
| Annual return | 22.22% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $4,031 | $3,561+13.2% | $4,693-14.1% | $2,631+53.2% |
| Participant deferral / active EE | $12,727 | $6,636+91.8% | $7,997+59.1% | $4,212+202.2% |
| Admin fee / account holder | $13,078 | $8,568+52.6% | $13,435-2.7% | $7,344+78.1% |