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 | $58,427 | $109,881-46.8% | $150,045-61.1% | $84,808-31.1% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 16.27% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $6,826 | $3,561+91.7% | $4,693+45.4% | $2,631+159.4% |
| Participant deferral / active EE | $7,014 | $6,636+5.7% | $7,997-12.3% | $4,212+66.5% |
| Admin fee / account holder | $1,412 | $8,568-83.5% | $13,435-89.5% | $7,344-80.8% |