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 | $45,788 | $77,503-40.9% | $100,391-54.4% | $80,856-43.4% |
| Participation rate | 97.6% | 76.9%+20.7pp | 81.5%+16.1pp | 67.6%+30.0pp |
| Annual return | 28.68% | 37.20%-8.5pp | 49.20%-20.5pp | 35.59%-6.9pp |
| Employer contribution / active EE | $6,024 | $2,801+115.1% | $3,942+52.8% | $2,755+118.7% |
| Participant deferral / active EE | $13,087 | $6,820+91.9% | $8,082+61.9% | $4,296+204.7% |
| Admin fee / account holder | $6,926 | $5,897+17.5% | $7,899-12.3% | $6,918+0.1% |