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 | $65,036 | $109,881-40.8% | $150,045-56.7% | $84,808-23.3% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 19.61% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,205 | $3,561+46.2% | $4,693+10.9% | $2,631+97.8% |
| Participant deferral / active EE | $5,959 | $6,636-10.2% | $7,997-25.5% | $4,212+41.5% |
| Admin fee / account holder | $5,641 | $8,568-34.2% | $13,435-58.0% | $7,344-23.2% |