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 | $56,837 | $57,016-0.3% | $84,966-33.1% | $80,856-29.7% |
| Participation rate | 89.5% | 56.3%+33.1pp | 67.5%+22.0pp | 67.6%+21.8pp |
| Annual return | 27.08% | 21.66%+5.4pp | 66.38%-39.3pp | 35.59%-8.5pp |
| Employer contribution / active EE | $6,198 | $1,798+244.8% | $2,727+127.3% | $2,755+125.0% |
| Participant deferral / active EE | $13,101 | $3,110+321.3% | $4,519+189.9% | $4,296+205.0% |
| Admin fee / account holder | $5,796 | $4,980+16.4% | $6,149-5.7% | $6,918-16.2% |