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 4-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 | $69,434 | $80,717-14.0% | $154,803-55.1% | $84,808-18.1% |
| Participation rate | 92.8% | 66.8%+25.9pp | 78.1%+14.7pp | 68.3%+24.4pp |
| Annual return | 29.69% | 37.96%-8.3pp | 58.88%-29.2pp | 40.90%-11.2pp |
| Employer contribution / active EE | $5,071 | $2,761+83.6% | $4,305+17.8% | $2,631+92.7% |
| Participant deferral / active EE | $10,303 | $3,303+211.9% | $5,540+86.0% | $4,212+144.6% |
| Admin fee / account holder | $9,074 | $6,746+34.5% | $14,329-36.7% | $7,344+23.6% |