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 6-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 | $54,475 | $106,749-49.0% | $145,433-62.5% | $82,448-33.9% |
| Participation rate | 84.1% | 75.6%+8.4pp | 82.1%+2.0pp | 68.1%+16.0pp |
| Annual return | 26.08% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $7,626 | $3,444+121.4% | $4,554+67.4% | $2,551+198.9% |
| Participant deferral / active EE | $8,525 | $6,519+30.8% | $7,897+8.0% | $4,139+106.0% |
| Admin fee / account holder | $650 | $8,390-92.2% | $13,129-95.0% | $7,234-91.0% |