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 | $45,856 | $98,750-53.6% | $149,696-69.4% | $79,858-42.6% |
| Participation rate | 97.8% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 29.89% | 27.43%+2.5pp | 276.60%-246.7pp | 31.71%-1.8pp |
| Employer contribution / active EE | $7,272 | $3,216+126.1% | $4,644+56.6% | $2,471+194.3% |
| Participant deferral / active EE | $12,572 | $5,680+121.3% | $6,842+83.8% | $3,740+236.1% |
| Admin fee / account holder | $517 | $6,053-91.5% | $9,309-94.4% | $5,306-90.3% |