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 3-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 | $78,715 | $109,881-28.4% | $150,045-47.5% | $84,808-7.2% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 33.26% | 28.25%+5.0pp | 62.55%-29.3pp | 40.90%-7.6pp |
| Employer contribution / active EE | $4,078 | $3,561+14.5% | $4,693-13.1% | $2,631+55.0% |
| Participant deferral / active EE | $11,127 | $6,636+67.7% | $7,997+39.1% | $4,212+164.2% |
| Admin fee / account holder | $3,702 | $8,568-56.8% | $13,435-72.4% | $7,344-49.6% |