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 | $63,764 | $95,803-33.4% | $113,168-43.7% | $84,808-24.8% |
| Participation rate | 94.2% | 72.9%+21.4pp | 76.6%+17.7pp | 68.3%+25.9pp |
| Annual return | 36.12% | 25.00%+11.1pp | 24.27%+11.9pp | 40.90%-4.8pp |
| Employer contribution / active EE | $1,687 | $2,360-28.5% | $2,975-43.3% | $2,631-35.9% |
| Participant deferral / active EE | $16,251 | $4,242+283.1% | $5,107+218.2% | $4,212+285.9% |
| Admin fee / account holder | $7,540 | $8,989-16.1% | $12,068-37.5% | $7,344+2.7% |