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 | $65,142 | $49,227+32.3% | $70,449-7.5% | $79,858-18.4% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 69.6%+24.8pp |
| Annual return | 12.48% | 30.06%-17.6pp | 109.03%-96.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $3,916 | $2,099+86.6% | $2,737+43.1% | $2,471+58.5% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,529 | $2,878-12.1% | $3,845-34.2% | $5,306-52.3% |