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 | $78,518 | $81,460-3.6% | $103,333-24.0% | $80,856-2.9% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.6%+25.9pp |
| Annual return | 24.07% | 25.55%-1.5pp | 24.88%-0.8pp | 35.59%-11.5pp |
| Employer contribution / active EE | $5,061 | $3,105+63.0% | $3,868+30.8% | $2,755+83.7% |
| Participant deferral / active EE | $11,093 | $3,869+186.7% | $5,057+119.3% | $4,296+158.2% |
| Admin fee / account holder | $2,425 | $6,566-63.1% | $8,355-71.0% | $6,918-64.9% |