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 3-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 | $69,710 | $80,673-13.6% | $101,326-31.2% | $84,808-17.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 21.27% | 38.95%-17.7pp | 36.82%-15.6pp | 40.90%-19.6pp |
| Employer contribution / active EE | $5,058 | $2,698+87.5% | $3,665+38.0% | $2,631+92.2% |
| Participant deferral / active EE | $13,106 | $6,840+91.6% | $7,994+64.0% | $4,212+211.2% |
| Admin fee / account holder | $7,073 | $12,784-44.7% | $11,185-36.8% | $7,344-3.7% |