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 | $41,016 | $78,520-47.8% | $96,576-57.5% | $82,448-50.3% |
| Participation rate | 98.0% | 77.7%+20.3pp | 81.4%+16.6pp | 68.1%+29.9pp |
| Annual return | 37.26% | 41.30%-4.0pp | 38.47%-1.2pp | 41.64%-4.4pp |
| Employer contribution / active EE | $4,134 | $2,630+57.2% | $3,553+16.3% | $2,551+62.1% |
| Participant deferral / active EE | $7,778 | $6,754+15.2% | $7,956-2.2% | $4,139+87.9% |
| Admin fee / account holder | $2,370 | $13,455-82.4% | $11,381-79.2% | $7,234-67.2% |