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 | $78,174 | $109,881-28.9% | $150,045-47.9% | $84,808-7.8% |
| Participation rate | 97.2% | 76.1%+21.1pp | 82.3%+14.9pp | 68.3%+28.9pp |
| Annual return | 23.50% | 28.25%-4.7pp | 62.55%-39.1pp | 40.90%-17.4pp |
| Employer contribution / active EE | $6,412 | $3,561+80.1% | $4,693+36.6% | $2,631+143.7% |
| Participant deferral / active EE | $13,819 | $6,636+108.2% | $7,997+72.8% | $4,212+228.1% |
| Admin fee / account holder | $10,320 | $8,568+20.4% | $13,435-23.2% | $7,344+40.5% |