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 | $60,262 | $77,899-22.6% | $149,673-59.7% | $75,163-19.8% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 18.19% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $4,284 | $3,137+36.5% | $4,818-11.1% | $2,670+60.5% |
| Participant deferral / active EE | $3,785 | $3,411+11.0% | $5,680-33.4% | $4,125-8.2% |
| Admin fee / account holder | $361 | $5,956-93.9% | $13,210-97.3% | $5,651-93.6% |