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 | $71,214 | $74,927-5.0% | $101,794-30.0% | $84,808-16.0% |
| Participation rate | 91.7% | 61.4%+30.3pp | 69.2%+22.5pp | 68.3%+23.4pp |
| Annual return | 17.54% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,001 | $1,522+162.9% | $2,289+74.8% | $2,631+52.1% |
| Participant deferral / active EE | $7,296 | $3,099+135.4% | $4,084+78.6% | $4,212+73.2% |
| Admin fee / account holder | $14,282 | $6,514+119.2% | $8,777+62.7% | $7,344+94.5% |