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 5-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 | $41,365 | $81,460-49.2% | $103,333-60.0% | $80,856-48.8% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 12.60% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $13,391 | $3,105+331.2% | $3,868+246.2% | $2,755+386.1% |
| Participant deferral / active EE | $4,053 | $3,869+4.8% | $5,057-19.9% | $4,296-5.6% |
| Admin fee / account holder | $7,664 | $6,566+16.7% | $8,355-8.3% | $6,918+10.8% |