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 6-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 | $61,616 | $78,422-21.4% | $95,952-35.8% | $79,858-22.8% |
| Participation rate | 90.2% | 73.5%+16.7pp | 77.1%+13.1pp | 69.6%+20.6pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,104 | $1,945+8.2% | $2,541-17.2% | $2,471-14.8% |
| Participant deferral / active EE | $6,460 | $3,440+87.8% | $4,167+55.0% | $3,740+72.7% |
| Admin fee / account holder | $7,250 | $5,622+29.0% | $6,795+6.7% | $5,306+36.6% |