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 8-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 | $74,900 | $109,881-31.8% | $150,045-50.1% | $84,808-11.7% |
| Participation rate | 95.7% | 76.1%+19.7pp | 82.3%+13.4pp | 68.3%+27.4pp |
| Annual return | 21.28% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $9,008 | $3,561+152.9% | $4,693+91.9% | $2,631+242.4% |
| Participant deferral / active EE | $18,480 | $6,636+178.5% | $7,997+131.1% | $4,212+338.8% |
| Admin fee / account holder | $14,633 | $8,568+70.8% | $13,435+8.9% | $7,344+99.3% |