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 | $67,022 | $49,915+34.3% | $154,803-56.7% | $74,304-9.8% |
| Participation rate | 98.3% | 54.0%+44.4pp | 78.1%+20.2pp | 60.3%+38.0pp |
| Annual return | 25.61% | 34.06%-8.5pp | 58.88%-33.3pp | 29.43%-3.8pp |
| Employer contribution / active EE | $5,850 | $1,611+263.1% | $4,305+35.9% | $2,241+161.0% |
| Participant deferral / active EE | $12,173 | $2,255+439.9% | $5,540+119.7% | $3,767+223.1% |
| Admin fee / account holder | $12,588 | $2,189+475.1% | $14,329-12.1% | $2,969+324.0% |