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 | $39,897 | $77,503-48.5% | $100,391-60.3% | $80,856-50.7% |
| Participation rate | 97.6% | 76.9%+20.6pp | 81.5%+16.1pp | 67.6%+29.9pp |
| Annual return | 27.82% | 37.20%-9.4pp | 49.20%-21.4pp | 35.59%-7.8pp |
| Employer contribution / active EE | $7,113 | $2,801+154.0% | $3,942+80.5% | $2,755+158.2% |
| Participant deferral / active EE | $15,374 | $6,820+125.4% | $8,082+90.2% | $4,296+257.9% |
| Admin fee / account holder | $3,275 | $5,897-44.5% | $7,899-58.5% | $6,918-52.7% |