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 | $71,012 | $45,035+57.7% | $62,995+12.7% | $70,131+1.3% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 24.90% | 18.76%+6.1pp | 87.57%-62.7pp | 73.14%-48.2pp |
| Employer contribution / active EE | $3,083 | $2,051+50.3% | $2,759+11.8% | $2,342+31.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,661 | $2,834+276.1% | $3,600+196.1% | $4,645+129.5% |