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 3-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 | $62,170 | $101,724-38.9% | $164,813-62.3% | $80,856-23.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.20% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,181 | $2,953+7.7% | $4,341-26.7% | $2,755+15.5% |
| Participant deferral / active EE | $7,286 | $4,477+62.7% | $6,031+20.8% | $4,296+69.6% |
| Admin fee / account holder | $12,889 | $8,227+56.7% | $12,690+1.6% | $6,918+86.3% |